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 O'Shea is a financial advisor at MML Investors Services, LLC. Joseph has been in the industry since 2008 and is registered in Pennsylvania and New Jersey. Joseph holds the Series 6, 7, and 63 licenses, as well as the SIE. Joseph also has a Chartered Financial Consultant designation. Joseph has experience working with high-net-worth individuals, corporations, trusts, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
04/02/2024 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
DE
08/11/2014 - 02/07/2024
HORNOR, TOWNSEND & KENT, LLC (WILMINGTON DE)
PA
10/13/2008 - 08/18/2014
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 12/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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