Joseph
Fermano
Osaic Wealth, Inc
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About this Advisor
Joseph Fermano is a financial advisor based in Haddon Heights, New Jersey, working with Osaic Wealth, Inc. Joseph has previously held positions at Sorrento Pacific Financial, LLC, Securities Service Network, Inc, Ssn, Securities America, Inc, Securities America Advisors, Inc, and Osaic Wealth, Inc. Joseph has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Joseph is part of Osaic Wealth, Inc, which operates out of Haddon Heights, New Jersey. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Fermano Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network, Inc
Ssn
Sorrento Pacific Financial, LLC
Disclosures
Please visit the SEC profile of Joseph Fermano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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