Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Jacob Osherow is a financial advisor with over 30 years of experience in the industry. Joseph is currently registered with Wealth Management Associates, Inc. as an Investment Advisor Representative. Previously, Joseph has been registered with Securities America, Inc., Morgan Stanley DW Inc., Wachovia Securities, Inc., First Union Capital Markets Corp., Smith Barney Inc. and PFS Investments Inc. Joseph has a wide range of experience in the financial services industry. He is a skilled investment advisor and portfolio manager. Joseph is committed to providing clients with personalized financial advice and guidance.
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.
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.
Solicitor/referral fees
1
2
NJ
09/15/2005 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
09/07/2005 - 06/14/2024
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
NY
02/27/2003 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
10/01/1999 - 03/03/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
03/01/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
01/14/1994 - 03/11/1996
SMITH BARNEY INC. (NEW YORK NY)
GA
04/14/1992 - 12/31/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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