Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gerard Campisi is a financial advisor with over 30 years of experience in the industry. Joseph has a strong background in accounting and tax, estate planning, and fixed insurance. Joseph is currently a registered representative with Osaic Wealth, Inc. in Fairview Village, PA. Joseph is also a Certified Financial Planner and holds Series 6, 7, 22, 24, 31, and 63 licenses as well as the SIE exam. Joseph has provided financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (FAIRVIEW VILLAGE PA)
PA
12/24/2019 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRVIEW VILLAGE PA)
PA
07/01/2002 - 12/31/2019
H. BECK, INC. (FAIRVIEW VILLAGE PA)
CA
01/04/2000 - 06/28/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TX
06/19/1991 - 04/17/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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