Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Depaola is a financial professional with over 13 years of experience in the financial services industry. Joseph is a registered representative and investment advisor representative with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other advisory services to a diverse clientele. Joseph has a strong background in insurance sales and has held positions with several financial institutions, including Penn Mutual Life Insurance Co., Hornor Townsend & Kent Inc., Lincoln Financial Securities Corporation, and Securities America, Inc. Joseph is also a licensed securities professional, holding Series 6, 7, 63, and 66 licenses. Joseph is dedicated to helping clients achieve their financial goals.
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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2
NJ
06/25/2024 - Present
Osaic Wealth, Inc. (FAIRFIELD NJ)
NJ
06/14/2024 - 06/14/2024
OSAIC WEALTH, INC. (FAIRFIELD NJ)
NJ
12/11/2017 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NJ
06/02/2017 - 12/14/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (POMPTON PLAINS NJ)
NJ
10/07/2016 - 01/18/2017
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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