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 Kosinski is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and East End Financial Group, Inc., and has previously held positions at John Hancock Funds, LLC, Wachovia Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Joseph holds a variety of licenses and certifications, including Series 7, 63, 66, and 24, and is a Certified Financial Planner and a Chartered Financial Consultant. Joseph specializes in financial planning, portfolio management, and pension consulting. Joseph provides financial advice to individuals, corporations, businesses, and charitable organizations.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MA
07/07/2004 - 07/29/2005
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MO
10/27/2003 - 06/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
04/21/2003 - 05/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/21/2003 - 05/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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