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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Dean Stazzone is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and is also registered in 8 states. Joseph has a wide range of experience in the financial services industry, including experience with various firms such as Securities America, Inc., Grove Point Investments, LLC, and Securities Management & Research, Inc. Joseph holds a variety of licenses, including Series 6, 7, 26, 52TO, 63, and 65. Joseph specializes in portfolio management for individuals and businesses, financial planning, 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.
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2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (ELMWOOD PARK IL)
IL
03/19/2024 - 06/14/2024
SECURITIES AMERICA, INC. (ELMWOOD PARK IL)
IL
01/18/2017 - 03/20/2024
GROVE POINT INVESTMENTS, LLC (ELMWOOD PARK IL)
IL
01/07/2013 - 01/18/2017
SECURITIES MANAGEMENT & RESEARCH, INC. (ELMWOOD PARK IL)
IL
07/09/2009 - 01/08/2013
SUNSET FINANCIAL SERVICES, INC. (ELMWOOD PARK IL)
IL
06/30/2006 - 07/16/2009
AMERITAS INVESTMENT CORP. (RIVER FOREST IL)
IL
07/01/2005 - 06/30/2006
CARILLON INVESTMENTS, INC. (DARIEN IL)
NJ
07/29/2003 - 07/07/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
09/09/2002 - 07/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/09/2002 - 07/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
01/23/1992 - 09/19/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/23/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/19/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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