Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hosi is a financial advisor with Rockefeller Financial LLC. Joseph is registered in 32 states and has over 10 years of experience in the industry. Joseph is a Series 66 and Series 7TO qualified advisor. Joseph specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Joseph and his firm provide financial planning, portfolio management, and pension consulting services.
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.
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
GA
10/09/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
BOTH
Issued 02/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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