Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph E. Barnas is a financial advisor at Osaic Wealth, Inc. Joseph E. Barnas has been in the financial services industry for over 20 years. Joseph E. Barnas is licensed in multiple states and offers financial planning, portfolio management, and pension consulting.
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
NY
01/19/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (NEW YORK NY)
NY
05/24/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW YORK NY)
NY
03/28/2013 - 05/24/2013
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
10/01/2012 - 03/07/2013
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
05/23/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
08/23/2004 - 08/19/2010
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
NY
01/23/2004 - 08/23/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
BOTH
Issued 02/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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