Unclaimed
Joseph Christopher Marangola is a financial advisor with over 32 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and has a strong track record of success in providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and charitable organizations. Joseph is a Certified Financial Planner™ and holds the Series 7, Series 24, Series 51, and Series 63 licenses.
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
CA
11/03/2023 - Present
Osaic Wealth, Inc. (CALABASAS CA)
CA
02/04/1991 - 11/03/2023
FSC SECURITIES CORPORATION (CALABASAS CA)
BC
Issued 05/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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