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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 Robert gabriel Stepanic is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI. Joseph Stepanic has been in the financial industry since 2003 and has worked for several firms, including SagePoint Financial, Inc. and National Planning Corporation. Joseph Stepanic is a Certified Financial Planner and holds several licenses and certifications including Series 6, 7, 63, and 65. Joseph Stepanic's specializations include financial planning, portfolio management, and pension consulting. He works with a wide range of clients, including high-net-worth individuals, corporations, 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
HI
09/01/2023 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
10/24/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
02/13/2009 - 10/26/2017
NATIONAL PLANNING CORPORATION (HONOLULU HI)
HI
10/31/2005 - 02/17/2009
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
AZ
02/28/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 11/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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