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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 Opalski is a financial advisor currently registered with Voya Financial Advisors, Inc. Joseph has been working in the financial services industry since August 1, 1983. Joseph is also registered with the state of Maryland as an investment advisor representative. Joseph has previously worked with Woodbury Financial Services, Inc., ING Financial Advisers, LLC, Aetna Life Insurance and Annuity Company, and International Money Management Group, Inc. Joseph holds licenses for Series 6, 7, 63, and 65 exams as well as the SIE exam.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/13/2025 - Present
Voya Financial Advisors, Inc. (Trappe MD)
MD
06/18/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EASTON MD)
MD
10/15/1993 - 06/12/2008
ING FINANCIAL ADVISERS, LLC (EASTON MD)
CT
07/28/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
08/27/1986 - 12/31/1988
INTERNATIONAL MONEY MANAGEMENT GROUP, INC.
IA
Issued 02/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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