Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph L. Bernheimer is a financial advisor with over 29 years of experience in the financial services industry. Joseph is registered as a broker-dealer with Osaic Wealth, Inc. and holds a Series 6, 7, 24, 53, and 63 license, as well as the SIE. Joseph also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Joseph has a history of working with a variety of clients, including high net worth individuals, corporations, and pension plans. Joseph is known for his comprehensive financial planning services, including retirement planning, investment management, and estate planning. Joseph is passionate about helping his clients 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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2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (METUCHEN NJ)
NJ
11/01/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (METUCHEN NJ)
NJ
03/01/2002 - 11/02/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (METUCHEN NJ)
NJ
06/09/1998 - 02/28/2002
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
04/12/1994 - 04/29/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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