Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephina? Claim Your ProfileJosephina Osti Luczak is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Josephina has been in the industry since August 14, 2011. Josephina holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Josephina has been employed with Wells Fargo Advisors, LLC, Citizens Securities, Inc., and Citizens Bank. Josephina has specialized in securities, mutual funds, variable annuities, fixed annuities, and life insurance. Josephina is registered in Delaware, Florida, Hawaii, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Josephina also has other business interests, including SACRED SPIRIT LIVING LLC.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/16/2023 - Present
Wells Fargo Clearing Services, LLC (DEVON PA)
PA
04/25/2016 - 10/15/2021
CITIZENS SECURITIES, INC. (PAOLI PA)
PA
08/15/2011 - 04/26/2016
WELLS FARGO ADVISORS, LLC (PHOENIXVILLE PA)
IA
Issued 06/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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