Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Morgan is a financial advisor with Osaic Wealth, Inc., a firm with offices in Scottsdale, AZ. Joseph has been working in the financial services industry since 1992. Joseph Morgan holds Series 6, 7, 63, and 65 securities licenses and is registered to provide investment advice in California, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. Joseph also offers a variety of insurance products as an agent for Heritage Financial Consultants, LLC and Blue Harbor Benefits, LLC. Joseph Morgan and Osaic Wealth, Inc. serve a variety of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, 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.
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.
1
2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (TOWSON MD)
IN
07/15/1992 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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