Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Clayton Gaj is a financial professional with over 15 years of experience in the industry. Joseph has a strong background in investment advisory services and has worked with various firms including MML Investors Services, LLC, First Palladium, LLC, and Integrity Marketing Group. Joseph is currently registered with Wealth Enhancement Advisory Services, LLC and holds the Series 7, Series 63, Series 65, and Series 66 licenses, as well as the SIE. Joseph is a Chartered Financial Consultant. Joseph is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NJ
03/21/2024 - Present
Wealth Enhancement Advisory Services, LLC (HOWELL NJ)
IN
04/05/2019 - 01/26/2024
FIRST PALLADIUM, LLC (FORT WAYNE IN)
NJ
06/10/2008 - 01/26/2016
MML INVESTORS SERVICES, LLC (EDISON NJ)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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