Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andersen is a financial advisor at Osaic Wealth, Inc. located in Bel Air, Maryland. Joseph has been in the financial industry since 1985 and holds both Series 7 and Series 63 licenses, as well as the Series 24 license for General Securities Principal Examination. He is also a Chartered Financial Consultant. Joseph Andersen's firm, Osaic Wealth, Inc., provides financial planning and portfolio management services to individuals, 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. (BEL AIR MD)
NA
07/01/1985 - 02/19/1988
PRUCO SECURITIES CORPORATION
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Andersen is the right advisor for you? Invested Better is here to help.
