Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Nagy is a financial professional with over 38 years of experience in the industry. Joseph has been registered with Principal Securities, Inc. since 1999. Joseph also holds the Series 6, 7, 24, 26, 53, and 63 licenses as well as the Series 65. Joseph offers financial planning and portfolio management services to individuals and businesses. Joseph is also an insurance agent and has over 16 years of experience with Fixed Insurance, Fixed Life, Fixed Annuities, DI and LTC. Joseph's firm has over 54,000 clients and manages over $12 billion in assets.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
06/16/2021 - Present
Principal Securities, Inc. (Tampa FL)
NJ
05/16/1983 - 07/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/11/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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