Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph James Leigner is a financial advisor with over 27 years of experience. Joseph is currently registered with Osaic Wealth, Inc., and is active in both Georgia and Texas. Joseph's previous employers include SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and WMA SECURITIES, INC. Joseph holds licenses in multiple states, including Florida, Georgia, New Jersey, Oregon, and Texas. Joseph holds Series 6, 26, 63, and 65 licenses, and the SIE exam. Joseph is also a board member of the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter.
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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GA
05/22/2024 - Present
Osaic Wealth, Inc. (ALPHARETTA GA)
GA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALPHARETTA GA)
GA
09/05/2000 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (ALPHARETTA GA)
GA
04/07/1995 - 08/29/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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