Joseph George Mcpherson

Current Employers

Employment History

• 02/2004 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 04/1996 → Present
  Mcpherson Financial Services
  Depew, NY
• 09/2024 → Present
  Novem Group
  Rochester, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2010-03-03 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. MCPHERSON FINANCIAL SERVICES POSITION: Insurance Agent NATURE: FIXED LIFE AND ANNUITY LONG TERM CARE INSURANCE THROUGH VARIOUS COMPANIES. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/30/1996 ADDRESS: 5135 TRANSIT ROAD, SUITE 2, DEPEW NY 14043 DESCRIPTION: Sale of Fixed life, fixed annuity, and long-term care insurance. 2. OSAIC WEALTH, INC. -INVESTMENT-RELATED, SCOTTSDALE, AZ. BROKER/DEALER, REGISTERED REPRESENTATIVE, START DATE 10/2024, 40 HOURS PER MONTH DURING MARKET HOURS. 3. A/C ASSOCIATES POSITION: tax practitioner NATURE: Income tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2004 ADDRESS: 5135 TRANSIT RD, SUITE 2, DEPEW NY 14043 DESCRIPTION: Income tax preparation services primarily during the months of February, March, and April. 4. NOVEM GROUP POSITION: Investment Advisor Rep. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 09/01/2024 ADDRESS: 5135 TRANSIT RD, SUITE 2, DEPEW NY 14043 DESCRIPTION: Investment Advisory Representative

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-06-10

Designations

Other Names

• Joe Mcpherson