Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph B. McClellan is an investment advisor representative and has been working in the financial industry since 1994. Joseph McClellan has a strong background in financial planning and portfolio management, having served as a registered representative for several firms including Securities America, Inc., LPL Financial LLC, and AXA Advisors, LLC. Currently, Joseph McClellan is a registered representative at Wealthplan Partners, where he provides advisory services for individuals and businesses. Joseph McClellan holds Series 6, Series 63, and Series 65 securities licenses and the SIE exam.
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.
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
NE
02/18/2020 - Present
Wealthplan Partners (OMAHA NE)
NJ
12/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Bayonne NJ)
NJ
02/19/2014 - 12/23/2016
LPL FINANCIAL LLC (BAYONNE NJ)
NJ
02/01/2007 - 02/28/2014
AXA ADVISORS, LLC (BAYONNE NJ)
NJ
12/01/2005 - 02/09/2007
LINSCO/PRIVATE LEDGER CORP. (CALDWELL NJ)
NY
12/10/1998 - 01/12/2006
IFMG SECURITIES, INC. (PURCHASE NY)
PA
10/21/1998 - 11/06/1998
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
10/23/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IN
01/23/1995 - 10/01/1997
MDS SECURITIES INCORPORATED (CARMEL IN)
PA
08/04/1995 - 08/29/1995
PNC SECURITIES CORP (PITTSBURGH PA)
NJ
10/27/1993 - 12/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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