Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Thomas Saffer is a financial advisor with over 30 years of experience in the financial services industry. Joseph is currently registered with Osaic Wealth, Inc. and is licensed in Tennessee. Joseph has held previous roles with several other firms including 1ST GLOBAL CAPITAL CORP., 1717 CAPITAL MANAGEMENT COMPANY, CAP PRO BROKERAGE SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and CIGNA FINANCIAL ADVISORS,INC.. Joseph has a broad range of experience in the financial services industry and holds several licenses and certifications. Joseph is committed to providing clients with personalized financial advice and guidance to help them 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.
1
2
TN
01/24/2025 - Present
Osaic Wealth, Inc. (Jasper TN)
NJ
05/19/2006 - 11/15/2007
1ST GLOBAL CAPITAL CORP. (EATONTOWN NJ)
DE
03/25/2002 - 03/16/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
07/30/2001 - 03/11/2002
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
TX
05/05/2000 - 06/06/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IN
06/01/1998 - 05/19/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/19/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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