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Joseph Wayne Globensky

Private Advisor Group, LLC

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About Joseph Wayne Globensky

Joseph Wayne Globensky is a financial advisor with Private Advisor Group, LLC. Joseph Wayne Globensky has been in the financial services industry since 1994 and has held licenses with a number of other firms. Joseph Wayne Globensky is registered to provide investment advice in 14 states and has experience providing financial planning and portfolio management for individuals, businesses, and charitable organizations. Joseph Wayne Globensky is also registered to provide investment advisory services through Private Advisor Group, LLC.

Firm Information

Joseph Globensky is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Joseph Globensky’s Registration & Firm History

TX

08/30/2021 - Present

Private Advisor Group, LLC (Frisco TX)

TX

11/15/2007 - 12/04/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)

TX

10/17/2002 - 12/05/2007

SECURITIES AMERICA, INC. (IRVING TX)

OH

06/20/2002 - 10/09/2002

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

TX

06/30/2000 - 10/02/2001

COASTAL SECURITIES L.P. (HOUSTON TX)

TX

06/09/1997 - 07/05/2000

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

12/05/1994 - 07/01/1997

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

MI

03/02/1994 - 12/06/1994

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 06/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/16/1995

Series 4 - Registered Options Principal Examination

BC

Issued 01/17/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Wayne Globensky.
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