Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Brita is a financial advisor with over 40 years of experience in the industry. Joseph has been registered with the Securities and Exchange Commission (SEC) since 1982 and has held a variety of roles at prominent firms such as John Hancock Distributors, Inc. and Signator Investors, Inc. He is currently a partner at Osaic Wealth, Inc. and holds licenses in 30 states. Joseph offers a wide range of financial planning and advisory services, including portfolio management for individuals, businesses, and pension consulting. He is committed to providing personalized and customized solutions to meet the unique needs of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/15/2023 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
06/08/1998 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
NY
02/27/1990 - 06/05/1998
SECO WEST LIMITED (WILLIAMSVILLE NY)
MA
08/16/1982 - 04/03/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/16/1982 - 04/03/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Brita is the right advisor for you? Invested Better is here to help.
