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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 Bixby is a financial advisor with Osaic Wealth, Inc. Joseph has over 28 years of experience in the financial services industry. Joseph is registered with the state of Nebraska as an Investment Advisor Representative and Broker, and is also registered as an Investment Advisor Representative in Texas. Joseph holds the Series 63, Series 65, Series 7, and SIE licenses. Joseph is committed to providing his clients with personalized financial advice and guidance. He believes in building long-term relationships with his clients and helping them 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.
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NE
06/14/2024 - Present
Osaic Wealth, Inc. (FREMONT NE)
NE
11/05/2010 - 06/14/2024
SECURITIES AMERICA, INC. (FREMONT NE)
NE
06/01/2010 - 11/09/2010
FIRST NATIONAL CAPITAL MARKETS (FREMONT NE)
NE
11/27/2000 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FREMONT NE)
CA
06/13/1995 - 11/20/2000
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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