Joseph Ossey, financial advisor Elgin IL
93 score

Joseph Ossey

CRD Number: 5551907
Current Firm: Transamerica Retirement Advisors, LLC

Joseph Ossey (CRD# 5551907) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Elgin, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation Elgin, IL Jul 2017 - Current < 1
Transamerica Retirement Solutions Elgin, IL Jul 2017 - Current < 1
Assurance Financial Services Schaumburg, IL Nov 2016 - May 2017 < 1
Princor Financial Services Corp Downers Grove, IL Sep 2014 - Sep 2016 2
Principal Life Insurance Co Downers Grove, IL Aug 2014 - Sep 2016 2
Lockton Companies Chicago, IL Jul 2014 - Aug 2014 < 1
Lockton Financial Advisors, LLC Chicago, IL Jul 2014 - Aug 2014 < 1
Lockton Investment Advisors, LLC Kansas City, MO Jul 2014 - Aug 2014 < 1
Princor Financial Services Corporation Downers Grove, IL Feb 2012 - Jul 2014 2
Principal Life Insurance Company Downers Grove, IL Feb 2012 - Jul 2014 2
John Hancock Distributors LLC Downers Grove, IL Sep 2011 - Jan 2012 < 1
John Hancock Downers Grove, IL Sep 2011 - Jan 2012 < 1
Morgan Stanley Smith Barney Lisle, IL Nov 2009 - Aug 2011 1
Merrill Lynch Lisle, IL Jun 2008 - Oct 2009 1
S&j Construction South Holland, IL Jun 2007 - Jun 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Joseph J. Ossey
Phone Number: 866-368-0566
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,803
    MILLIONS
  • Total Number of Accounts
    24,276
    ACCOUNTS
  • Average Account Value
    $156,655
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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