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Joseph C

Series 66

Genoa, OH

OSAIC

Joseph Clement is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Sterne Agee Financial Services. Clement is also the managing director of JC Financial Services, LLC, where he manages investment-related client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and risk tolerance analysis to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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