Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph C. Roubik is a financial advisor with over 30 years of experience in the industry. Joseph currently works for Osaic Wealth, Inc. and has a diverse background that includes working for other firms such as Woodbury Financial Services, Inc., SII Investments, Inc., and Capital Financial Services, Inc. Joseph has a strong foundation in both insurance and investment advice. Joseph is licensed to sell fixed life, annuity and disability insurance. Joseph's expertise extends to tax planning and preparation, with a dedication to community service as a board member of the Wehr Nature Center.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREENFIELD WI)
WI
10/03/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
08/22/2013 - 10/03/2017
SII INVESTMENTS, INC. (Hales Corners WI)
WI
05/21/2002 - 08/23/2013
CAPITAL FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
08/09/2000 - 05/29/2002
SII INVESTMENTS, INC. (APPLETON WI)
MO
06/29/1995 - 08/14/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
WI
02/07/1994 - 07/07/1995
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
BOTH
Issued 02/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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