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 Nawrocki is a financial advisor with over 35 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and has previously held positions with Grove Point Investments, LLC, Waterstone Financial Group, Inc., Dreher & Associates, Inc., and The O.N. Equity Sales Company. Joseph holds the Series 6, 7, 22, and SIE licenses and is a Certified Financial Planner. Joseph is a highly experienced advisor who is dedicated to helping clients achieve their financial goals. Joseph specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
IL
01/03/2022 - Present
Osaic Wealth, Inc. (LEMONT IL)
IL
09/01/2009 - 01/10/2022
GROVE POINT INVESTMENTS, LLC (LEMONT IL)
IL
10/28/2002 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (LEMONT IL)
IL
02/11/1997 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
OH
05/16/1994 - 02/11/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IL
01/07/1989 - 05/18/1994
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
12/03/1987 - 08/03/1988
CIGNA SECURITIES, INC.
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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