ADVISOR BIO

Joseph Charles Tansey is an investment advisor representative with Osaic Wealth, Inc. located in SAN DIEGO, CA. Joseph has over 23 years of experience in the financial services industry. Joseph has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. Joseph is committed to providing personalized service and helping clients achieve their financial goals.

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ADVISOR BIO

Joseph Alan Lobe is a financial advisor with over 20 years of experience in the industry. Joseph has been a registered representative with Wells Fargo Clearing Services, LLC since January 3, 2011. Previously, Joseph worked for WELLS FARGO INVESTMENTS, LLC, DUERR FINANCIAL CORPORATION, and CAL FED INVESTMENTS. Joseph holds a Series 6 license, a Series 63 license and a SIE license.

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ADVISOR BIO

Joseph Belli is an Investment Advisor Representative with Impactadvisor LLC, registered in California. Joseph has been in the financial industry for over 10 years. Joseph specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Joseph also holds a Series 34 license. In addition to his role at Impactadvisor LLC, Joseph is also a Director of Finance and Operations at Pranger Law PC.

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ADVISOR BIO

Joseph Frank Rubinstein is a financial advisor at Wedbush Securities Inc., located in Calabasas, CA. Joseph has been in the financial services industry since 1992. Joseph is a licensed advisor in 17 states and has passed the Series 3, Series 7, Series 63, and Series 65 exams. Joseph previously worked at UBS Financial Services Inc. in Weehawken, NJ, Salomon Smith Barney Inc. in New York, NY, Lehman Brothers Inc. in New York, NY, and Dean Witter Reynolds Inc. in Purchase, NY.

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ADVISOR BIO

Joseph Aron Warsavsky is an Investment Advisor Representative with Evoke Advisors. Joseph Aron Warsavsky has been in the financial services industry since 2001. Joseph Aron Warsavsky is currently registered with the state of California, as an Investment Advisor Representative and is also licensed in Texas. Prior to joining Evoke Advisors, Joseph Aron Warsavsky was an Advisor at Crescent Bay Advisors, Inc.. Joseph Aron Warsavsky holds the Series 65 and Series 63 exams. The firm, Evoke Advisors specializes in financial planning, portfolio management, and pension consulting. Evoke Advisors serves high-net-worth individuals, charitable organizations, guilds and associations, and pooled investment vehicles.

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ADVISOR BIO

Joseph Brandon Lavitt is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Ameriprise Financial Services, LLC. Joseph holds a Series 66 and a Series 7 license and is a registered representative in California. He is also a registered investment advisor in California. Prior to his current role, Joseph worked at Ameriprise Financial Services, Inc. for 10 years and at IDS Life Insurance Company for 2 years. Joseph specializes in various areas including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Joseph Quinn Rosenberry is a registered representative with Ameriprise Financial Services, LLC. Joseph has been in the financial services industry for over 1 year. Joseph has licenses for both securities and investment advisory services. Joseph is registered to provide investment advisory services in California. Joseph is also registered to provide securities services in 20 states, including Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Maine, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, Ohio, South Dakota, Tennessee, Virginia, and Washington.

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ADVISOR BIO

Joseph William Brezden is a financial advisor with MML Investors Services, LLC and has been in the industry for over 37 years. Joseph holds the Series 6, Series 7, and Series 66 licenses and has completed the Securities Industry Essentials Examination. Joseph specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses. Joseph has an insurance license and has held previous roles with The Lincoln National Life Insurance Company, OSAIC FA, INC and MassMutual Life Insurance Company.

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ADVISOR BIO

Joseph Dane Addy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joseph has over 20 years of experience in the financial services industry. Joseph is registered to offer securities and investment advisory services in 14 states. Joseph is also a Registered Representative and Investment Advisor Representative. Prior to joining Wells Fargo Advisors Financial Network, LLC, Joseph was employed by UNIONBANC INVESTMENT SERVICES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC.

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ADVISOR BIO

Joseph Salem is a registered representative at The Ayco Company, LP. Joseph is also a registered investment advisor representative. Joseph has been in the financial industry since 2022. Joseph is licensed in California and New York. Joseph holds the Series 66, Series 7TO and SIE licenses. Joseph provides financial planning and portfolio management for businesses and individuals. Joseph is also a registered investment advisor representative in California.

SPECIALIZATIONS