Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weiskopf is an active investment advisor representative with Osaic Wealth, Inc. Joshua has been in the financial services industry since September 5, 2003. Joshua has a Series 6, 7, 63, and 65 license. Joshua has experience with a variety of investment products and services. Prior to joining Osaic Wealth, Inc., Joshua was with Signator Investors, Inc. in Yardley, PA, Securian Financial Services, Inc. in Allentown, PA, Raymond James Financial Services, Inc. in Hartsville, PA, and Vanguard Marketing Corporation in Malvern, PA.
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.
1
2
PA
02/26/2019 - Present
Osaic Wealth, Inc. (DEVON PA)
PA
01/19/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (YARDLEY PA)
PA
08/12/2008 - 01/23/2018
SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
06/07/2006 - 08/08/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARTSVILLE PA)
PA
01/23/2003 - 10/26/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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