Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lyndon Osborne is a financial advisor currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc., with a branch office in BELLEVUE, WA. Joseph has been in the industry since October 27, 2014, and has experience working with clients of various types including insurance companies, charitable organizations, high-net-worth individuals, and corporations. Joseph's areas of specialization include investment advisory services, financial planning, and portfolio management. Joseph's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. provides a wide range of investment advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting. The firm has an approximate asset amount of $10 billion - $50 billion and manages over 1.2 trillion dollars in assets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
01/16/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
MA
05/22/2013 - 08/09/2013
WELLS FARGO ADVISORS, LLC (WALTHAM MA)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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