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 Geneva is a financial advisor who has been in the industry since April 9, 2014. Joseph is registered with Osaic Wealth, Inc. Joseph is also registered in 15 states and 6 IA states as well as with FINRA. Joseph has passed the Series 66, Series 7, Series 24 and the SIE exams. In addition to Osaic Wealth, Inc., Joseph has previously been registered with Equitable Advisors, LLC. Joseph provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Joseph is committed 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.
1
2
NY
08/05/2021 - Present
Osaic Wealth, Inc. (PLAINVIEW NY)
NY
04/10/2014 - 08/04/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 05/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Geneva is the right advisor for you? Invested Better is here to help.
