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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 Orsolini is an investment advisor representative with World Equity Group, Inc. Joseph has been working in the financial industry since 1992. Joseph has a wide range of experience, having worked with several firms including Capital Securities Investment Corporation and CITICORP Investment Services. Joseph holds several licenses and certifications including Series 63, 65, 7 and 24. Joseph is a registered investment advisor with the state of Illinois and is also licensed in Arizona, California, Florida, Indiana, New Mexico, Texas, Virginia and Wisconsin.
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
01/09/2007 - Present
World Equity Group, Inc. (GLEN ELLYN IL)
IL
12/15/2000 - 08/27/2002
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
NY
05/25/1999 - 04/19/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
11/01/1998 - 12/18/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IL
04/18/1989 - 12/05/1996
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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