Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Velez is a financial advisor with over 16 years of experience in the financial industry. Joseph is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in a number of states. Joseph has previously worked with a number of other firms including SAGEPOINT FINANCIAL, INC., CAMBRIDGE INVESTMENT RESEARCH, INC. and LPL FINANCIAL LLC. Joseph is a licensed securities representative and investment advisor representative with a commitment to helping clients reach their financial goals. Joseph offers financial planning, investment management, and portfolio management 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.
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2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (GRAYSLAKE IL)
IL
08/02/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GRAYSLAKE IL)
IL
05/04/2018 - 08/06/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Grayslake IL)
IL
04/26/2010 - 05/21/2018
LPL FINANCIAL LLC (GRAYSLAKE IL)
IL
07/09/2007 - 04/27/2010
MONEY CONCEPTS CAPITAL CORP (NORTH CHICAGO IL)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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