Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Tursi is an investment advisor representative for Osaic Wealth, Inc. Joseph has been in the industry since November 22, 2011. Joseph is registered in Iowa, Arizona, Colorado, Illinois, Massachusetts, Michigan, Minnesota, New York, and Wisconsin. Osaic Wealth, Inc. is a registered investment advisor with offices in Scottsdale, Arizona. The firm provides financial planning, pension consulting, and educational seminars, and manages portfolios for individuals and businesses. Joseph also offers insurance licenses.
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
IA
08/01/2024 - Present
Osaic Wealth, Inc. (WINDSOR HEIGHTS IA)
IA
06/02/2022 - 06/14/2024
SECURITIES AMERICA, INC. (WINDSOR HEIGHTS IA)
IA
11/09/2011 - 05/18/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
03/11/2014 - 04/24/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
Issued 07/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Tursi is the right advisor for you? Invested Better is here to help.
