Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Steven Porto is a financial advisor with Osaic Wealth, Inc. located in Williamsville, New York. Joseph has been in the industry since 1990 and has been registered with the state of New York for investment advisory services since 2021. Joseph has also been registered as a Broker in many states including New York, Florida, and Texas. Joseph has a deep knowledge of the industry having worked with multiple firms throughout the years. Joseph Steven Porto holds the Series 7, Series 63 and the SIE licenses.
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
NY
04/26/2021 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/17/1990 - 11/02/2018
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
MA
07/17/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
04/17/1990 - 05/31/1990
TAW SECURITIES, INC.
NY
04/02/1990 - 04/20/1990
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 04/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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