Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Pisano is a financial advisor with Osaic Wealth, Inc., located in YOUNGSTOWN, OH. Joseph has been working in the financial industry since 1985. Joseph is licensed in 9 states, including Ohio, Pennsylvania, Florida, and New York. Joseph holds Series 6, 7, 24, 51, and 63 licenses, as well as the SIE exam. Joseph specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Joseph is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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
OH
11/19/1989 - Present
Osaic Wealth, Inc. (YOUNGSTOWN OH)
IN
04/06/1988 - 12/12/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/03/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/19/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/14/1985 - 10/14/1986
IDS MARKETING CORPORATION
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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