Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Spina is a financial advisor who has been in the industry since 2010. Joseph is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Joseph also holds licenses in several states for both securities and investment advisory services. Joseph specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Joseph is committed to helping clients achieve their financial goals.
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
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (BEDMINSTER NJ)
NJ
09/28/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEDMINSTER NJ)
BOTH
Issued 01/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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