Unclaimed
Joseph Crossan is a financial advisor with over 30 years of experience in the industry. Joseph has been with NBS Financial Services, Inc. since 1995 and has previously worked with Financial West Group, Linsco/Private Ledger Corp., Titan/Value Equities Group, Inc., and Mutual Service Corporation. Joseph is a Certified Financial Planner and holds Series 7, Series 24, and Series 63 licenses. Joseph specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
CA
05/31/2013 - Present
NBS Financial Services, Inc. (WESTLAKE VILLAGE CA)
CA
06/28/1999 - 11/21/2016
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
SC
10/19/1994 - 06/29/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/19/1986 - 10/21/1994
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
01/04/1994 - 10/17/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 05/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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