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Joseph Osborne

PKS Advisory Services, LLC

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About Joseph Osborne

Joseph Osborne is an investment advisor representative at PKS Advisory Services, LLC. Joseph is registered with the state of Tennessee and is also registered as a resident advisor in Texas. Joseph has been in the industry since 2019. Joseph is also licensed as a licensed insurance agent with Ashe and Aegis. Joseph provides financial planning, consulting, and portfolio management services to individuals, businesses, and high-net-worth clients.

Firm Information

Joseph Osborne is currently registered with PKS Advisory Services, LLC. PKS Advisory Services, LLC is a registered investment advisor headquartered in Albany, New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and high-net-worth individuals. As of its last filing, PKS Advisory Services, LLC manages over $697 million in assets for over 4,457 clients.
PKS Advisory Services, LLC

80 STATE STREET

ALBANY, NY 12207

$697.74M

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Osborne’s Registration & Firm History

TN

12/21/2023 - Present

PKS Advisory Services, LLC (Brentwood TN)

TN

01/02/2019 - 10/19/2022

PFS INVESTMENTS INC. (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 02/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Osborne.
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