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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Orlando is a financial professional with over 25 years of experience in the financial services industry. Joseph is currently registered with Osaic Wealth, Inc. and is also registered as an investment advisor representative in California and Illinois. Joseph has a wide range of experience and holds the Series 63, Series 65, Series 7 and Series 31 licenses, as well as the SIE exam. Prior to joining Osaic Wealth, Inc., Joseph was registered with Cambridge Investment Research, Inc. and Broker Dealer Financial Services Corp. Joseph's primary focus is providing financial planning services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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2
IL
10/15/2019 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
10/20/2018 - 10/21/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chicago IL)
IL
02/25/1999 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (CHICAGO IL)
IA
11/19/1997 - 02/22/1999
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NY
09/16/1996 - 10/30/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/18/1995 - 08/16/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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