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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Oakes is a financial advisor at Osaic Wealth, Inc. Joseph has over 29 years of experience in the financial services industry and holds a Series 6, 7, 24, 51, 63, and 65. Joseph provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Joseph is registered in several states and offers a wide range of services. Osaic Wealth, Inc. is a registered investment advisor with a strong track record of providing high-quality financial services.
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
02/16/2024 - Present
Osaic Wealth, Inc. (RUMSON NJ)
NJ
10/19/1994 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
MA
10/19/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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