Unclaimed
Joseph Green is a financial advisor who has been in the industry since 1999. Joseph is currently registered with Osaic Wealth, Inc. in Ohio. Joseph has a series 6, 7 and 63 licenses and has passed the SIE exam. Joseph has been with Osaic Wealth, Inc. since September 2023. Previously, Joseph has been with a number of firms including SAGEPOINT FINANCIAL, INC., NATIONAL PLANNING CORPORATION, J.P. TURNER & COMPANY, L.L.C., GUNNALLEN FINANCIAL, INC, and AMERIPRISE ADVISOR SERVICES, INC.. Joseph is also a Certified Public Accountant. Joseph is a personal financial specialist and specializes in a wide range of investment products and services.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (WAPAKONETA OH)
OH
09/10/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAPAKONETA OH)
OH
09/20/2011 - 09/10/2015
NATIONAL PLANNING CORPORATION (WAPAKONETA OH)
OH
04/12/2010 - 09/20/2011
J.P. TURNER & COMPANY, L.L.C. (WAPAKONETA OH)
OH
10/06/2009 - 03/31/2010
GUNNALLEN FINANCIAL, INC (WAPAKONETA OH)
OH
06/06/2006 - 10/02/2009
AMERIPRISE ADVISOR SERVICES, INC. (WAPAKONETA OH)
OH
08/25/1999 - 08/03/2006
H.D. VEST INVESTMENT SERVICES (WAPAKONETA OH)
BC
Issued 06/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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