Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine A. Stagliano has been in the financial industry since 1999. Josephine is currently registered with LPL Financial LLC and works in the Pitman, New Jersey office. She was previously registered with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION BROKERAGE SERVICES, INC. Josephine holds Series 6, 7, 63 and 66 securities licenses. Josephine specializes in providing financial planning, portfolio management for individuals and businesses, consulting, pension consulting, selection of other advisors and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
NJ
06/22/2017 - Present
LPL Financial LLC (PITMAN NJ)
NJ
10/01/2000 - 06/28/2017
WELLS FARGO CLEARING SERVICES, LLC (GLASSBORO NJ)
NC
04/18/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
12/16/1998 - 09/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Josephine Stagliano is the right advisor for you? Invested Better is here to help.
