Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Emmanuel Debono is a registered representative with Osaic Wealth, Inc. Joseph has been in the industry for 27 years. He is registered in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wyoming. Joseph is a licensed investment advisor in California, Georgia, Michigan, New York, Pennsylvania, and South Carolina. He has passed the Series 7, 9, 10, 55, 57, 63, 66, 99, and SIE exams. Joseph specializes in providing investment advice and financial planning for high-net-worth individuals, families, and businesses. Joseph is also a board member of VOB Youth Soccer in Smithtown, New York.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/24/1997 - 09/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/05/1997 - 09/10/1997
GAINES, BERLAND INC. (BETHPAGE NY)
BOTH
Issued 06/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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