Unclaimed
Josephine Bojang is an active financial advisor, currently registered with Usadvisors Wealth Management, LLC. Josephine has been in the industry since 2011 and holds multiple licenses and certifications, including Series 6, 63, 26, and 65 licenses. Josephine specializes in investment, insurance, and retirement planning services, offering a variety of financial solutions to her clients. In addition to her role at Usadvisors Wealth Management, Josephine also serves as President of Axiom Value, LLC, providing insurance solutions to clients. Josephine has previous experience with Securities America, Inc., Truist Investment Services, Inc., and BB&T Securities, LLC, among others.
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.
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.
1
2
MN
11/16/2023 - Present
Usadvisors Wealth Management, LLC (EDEN PRAIRIE MN)
MD
04/25/2022 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKVILLE MD)
MD
04/05/2013 - 04/01/2022
TRUIST INVESTMENT SERVICES, INC. (BETHESDA MD)
MD
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (ROCKVILLE MD)
NY
09/19/2012 - 03/06/2013
SANTANDER SECURITIES LLC (MANHATTAN NY)
NY
08/21/2012 - 09/19/2012
LPL FINANCIAL LLC (NEW YORK NY)
DC
04/27/2011 - 03/19/2012
HSBC SECURITIES (USA) INC. (WASHINGTON DC)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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