Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Vilardi is a financial advisor with Osaic Wealth, Inc. located in TRINITY, FL. Joshua has been in the financial services industry since 2003 and is registered with FINRA and several states to offer securities and investment advisory services. Joshua has experience with a variety of clients including individuals, high-net-worth individuals, businesses, and corporations. Joshua offers financial planning, portfolio management, and other services.
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
FL
10/30/2024 - Present
Osaic Wealth, Inc. (TRINITY FL)
FL
08/01/2014 - 08/09/2023
RAYMOND JAMES & ASSOCIATES, INC. (TRINITY FL)
FL
01/30/2009 - 08/04/2014
WELLS FARGO ADVISORS, LLC (TRINITY FL)
FL
05/06/2005 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (PORT RICHEY FL)
GA
09/26/2003 - 05/10/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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