ADVISOR BIO

Joseph Bergin is a financial advisor with B. Riley Wealth Advisors, Inc., located in Santa Monica, CA. Joseph has been in the financial services industry for over 35 years and is a registered representative with FINRA and a registered investment advisor in California. Joseph has a variety of experience, including working with Wells Fargo Advisors Financial Network, LLC., B. Riley & Co., LLC, Jefferies & Company, Inc., RBC Dain Rauscher Inc., The Seidler Companies Incorporated, CIBC World Markets Corp., Bear, Stearns & Co. Inc., Kemper Securities Group, Inc., and Bateman Eichler, Hill Richards, Incorporated. Joseph provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Joseph Lawrence is a financial advisor with Wells Fargo Clearing Services, LLC. Joseph has been in the industry since 2012 and holds the Series 6, 7, and 63 licenses. Joseph is registered in 7 states, including California, Georgia, Nevada, New Jersey, North Carolina, Oregon, and Washington.

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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 Nowak is a financial professional with over 40 years of experience in the industry. Joseph is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in several states. In the past, Joseph was also registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Joseph has expertise in a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Joseph Wilder is a financial advisor with Edward Jones. Joseph has been in the industry since 2014. Joseph specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Joseph is registered with the states of Alabama, Arizona, California, Colorado, Florida, Hawaii, Maryland, Michigan, Missouri, Montana, Nevada, New Hampshire, North Carolina, Utah and Washington. Joseph is also registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative.

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ADVISOR BIO

Joseph Aiello is a financial professional with over 35 years of experience in the industry. Joseph currently works with Global Retirement Partners LLC, an independent investment advisor firm. Joseph holds a Series 65 license and has been a Registered Representative since 1987. Joseph specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Joseph Keenan has been in the financial services industry since October 6, 2002. Joseph is currently registered with Morgan Stanley and has been with the firm since June 1, 2009. Previously, Joseph was registered with MORGAN STANLEY & CO. INCORPORATED from April 2, 2007 to June 1, 2009 and MORGAN STANLEY DW INC. from January 6, 2006 to April 2, 2007. Joseph is licensed in 29 states. Joseph holds the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Joseph Lavoyd Pates is a financial advisor with Ameriprise Financial Services, LLC. Joseph has been in the financial services industry for over 28 years and has a broad range of experience in providing financial planning and investment management services. Joseph holds a Series 6, 7, 63 and 65 license as well as the SIE exam. Joseph's previous experience includes positions with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., GRIFFIN FINANCIAL SERVICES and FIMCO SECURITIES GROUP, INC. Joseph is currently registered in Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Texas, and Washington.

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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 Auday is a financial advisor with Steelpeak Wealth, LLC. Joseph has been a registered investment advisor for over a decade, holding Series 6, 7, 24, 63 and 66 licenses. Joseph has a strong background in providing financial planning services to individuals, high-net-worth individuals, corporations, businesses, trusts, estates and retirement plans. Joseph's expertise includes providing financial advice for a range of financial needs including retirement planning, college savings, investment management, and estate planning. Joseph has also been involved in real estate, providing financial advice to his mother. Joseph is based in Beverly Hills, California and also has a branch office in Scottsdale, Arizona.

SPECIALIZATIONS