Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph David Westrup is a financial advisor with Osaic Wealth, Inc., located in New Brighton, Minnesota. Joseph has over 30 years of experience in the financial services industry, having served as a financial advisor with various firms, including IDS Life Insurance Company and American Express Financial Advisors. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Minnesota and Texas. Joseph specializes in providing investment advice, financial planning, and portfolio management to individuals 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.
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
MN
12/12/2023 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
04/05/1990 - 06/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/05/1990 - 05/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MA
02/27/1990 - 04/07/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 09/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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