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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 Delguidice is an active Registered Investment Advisor (RIA) registered in Florida, as well as being licensed as a Broker-Dealer (BD) in 11 other states. Joseph is currently affiliated with Osaic Wealth, Inc. and has been in the industry since 1999. Joseph has significant experience in portfolio management, having managed assets for thousands of individuals, corporations, and other businesses. Joseph is a recognized expert in financial planning and specializes in providing advice to clients with charitable organizations and pension and profit-sharing plans. Joseph's extensive experience and expertise make him a valuable resource for those seeking investment advice.
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.
1
2
FL
07/02/2024 - Present
Osaic Wealth, Inc. (BELLEAIR BLUFFS FL)
FL
12/18/2001 - 07/10/2024
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
TX
12/18/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CA
08/02/2000 - 12/12/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
03/10/1999 - 08/08/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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