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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 Araneo is a financial advisor who has been in the industry since August 28, 1985. Joseph is currently registered with Osaic Wealth, Inc. in Florida, New York, and Texas. Joseph also has previous registrations with Securities America, Inc., Prime Capital Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Life Planning Inc., and First Investors Corporation. Joseph holds a Series 63 and a Series 65 license and is also a Series 24 Principal. Joseph's areas of expertise include financial planning, pension consulting, and educational seminars. Joseph also provides portfolio management services for individuals and businesses. Joseph has a strong track record of providing comprehensive financial advice to individuals and families. Joseph provides services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. Joseph is dedicated to helping clients reach 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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCKVILLE CENTRE NY)
NY
01/31/2000 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKVILLE CENTRE NY)
NY
01/19/1999 - 02/03/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
11/19/1989 - 02/01/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/17/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/29/1986 - 03/25/1988
LIFE PLANNING INC.
NA
08/29/1985 - 11/05/1986
FIRST INVESTORS CORPORATION
IA
Issued 01/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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