Joseph Hagner

Current Employers

Employment History

• 01/2013 → 03/2019
  Lord Abbett
  Jersey City, NJ
• 04/2019 → 01/2024
  Woodbury Financial Services Inc
  Charlotte, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2019-04-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 2013-02-05 → 2018-05-16
  Lord, Abbett & Co. Llc
  Jersey City, NJ
• 2011-04-25 → 2013-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  Pennington, NJ

Other Businesses

1. ADVISORY CONSULTING SERVICES, LLC POSITION: President, Director NATURE: 3rd Party Advisor Recruiting for Woodbury Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/03/2018 ADDRESS: 1432 W. 4th St., Charlotte NC 28203, United States DESCRIPTION: Recruiting financial advisors from outside Broker Dealers to join GCG and Woodbury Financial. 2. GCG WEALTH MANAGEMENT POSITION: Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2018 ADDRESS: 9115 Harris Corners PKWY, Charlotte NC 28269, United States DESCRIPTION: Recruiting advisors to GCG, transitioning advisors to GCG, business development, cold calling, marketing This is a DBA 3. GCG ADVISORY PARTNERS (GCGAP) POSITION: Director of Business Development NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/02/2020 ADDRESS: 9115 Harris Corners Parkway, Charlotte NC 28269, United States DESCRIPTION: Assist in recruiting new advisors 4. ADVISORY CONSULTING SERVICES, LLC POSITION: Deal/Land sourcing NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2021 ADDRESS: 818 ideal way, Charlotte NC 28203, United States DESCRIPTION: Real Estate Development of apartments

Exams

• S66 Uniform Combined State Law Examination
  2011-04-21
• S63 Uniform Securities Agent State Law Examination
  2010-04-06

Other Names

• Joseph Hagner
• Joe Adam Hagner
• Joseph Adam Hagner
• Joseph A Hagner