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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 Michael Lushene is a financial advisor with over 23 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in North Carolina and Texas. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. He holds a Series 7, Series 6, Series 63, and Series 65 license. Joseph is committed to helping clients reach their financial goals and providing them with personalized service.
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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NC
01/24/2025 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
05/20/2016 - 07/31/2019
SECURITIES AMERICA, INC. (Cary NC)
NC
05/02/2005 - 05/25/2016
WOODBURY FINANCIAL SERVICES, INC. (CARY NC)
OH
08/08/2000 - 05/03/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NY
05/07/1999 - 08/07/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
OH
02/23/1999 - 05/06/1999
AAG SECURITIES, INC. (CINCINNATI OH)
IA
Issued 07/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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