Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Missman is a financial advisor with over 16 years of experience in the industry. Joseph is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Before joining Osaic Wealth, Inc. Joseph was an advisor at Securities America, Inc. for five years. Prior to that, Joseph was an advisor at Edward Jones for eight years. Joseph has a strong background in financial planning and portfolio management. He specializes in working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Joseph is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
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2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
05/03/2019 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
09/06/2011 - 05/08/2019
EDWARD JONES (OMAHA NE)
NE
10/19/2010 - 09/27/2011
METLIFE SECURITIES INC. (OMAHA NE)
NE
08/24/2007 - 10/19/2010
EDWARD JONES (OMAHA NE)
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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