Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wesley Kefauver is a financial advisor with over 7 years of experience in the financial industry. Joseph is currently registered with Osaic Wealth, Inc. and is licensed in multiple states, including California, Florida, Maryland, North Carolina, Pennsylvania, Virginia and West Virginia. Joseph has a variety of licenses and certifications, including Series 7, Series 66, and SIE exams, as well as experience working with individuals, high-net-worth individuals, corporations, businesses, and pension and profit sharing plans. Joseph offers a range of financial services, including financial planning, portfolio management, and selection of other advisors. Joseph is a dedicated and experienced financial advisor, committed to providing clients with personalized financial advice and guidance.
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
MD
01/19/2024 - Present
Osaic Wealth, Inc. (Middletown MD)
MD
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Middletown MD)
MD
07/25/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FREDERICK MD)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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