Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dault is a financial advisor at Osaic Wealth, Inc. with over 40 years of experience in the financial industry. Joseph has held positions at various firms, including John Hancock Distributors, Inc. and Securities America, Inc. Joseph is registered with the state of Michigan and Illinois. Joseph holds a Series 1, 6, 22, 63, and 66 licenses. Joseph's areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (IRONS MI)
MI
01/31/1996 - 06/14/2024
SECURITIES AMERICA, INC. (IRONS MI)
MA
07/17/1979 - 02/09/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/17/1979 - 02/09/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Dault is the right advisor for you? Invested Better is here to help.
