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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 Starnes is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Joseph has been in the financial services industry since 2019. Joseph holds the Series 6, 7, and 63 securities licenses, and is registered in Nebraska and West Virginia. Joseph specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Joseph previously worked for Securities America, Inc. and Wells Fargo Clearing Services, LLC.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/29/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
VA
10/22/2019 - 06/23/2022
WELLS FARGO CLEARING SERVICES, LLC (FRONT ROYAL VA)
VA
08/01/2019 - 09/24/2019
WELLS FARGO CLEARING SERVICES, LLC (FRONT ROYAL VA)
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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