Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Lydell Tackitt is a financial advisor with over 30 years of experience in the financial services industry. Joe is currently registered with World Equity Group, Inc. and Cabot Lodge Securities LLC. Joe has a broad range of experience, having previously worked with firms like PROSPERA FINANCIAL SERVICES, INC., PROVASI CAPITAL PARTNERS LP, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and others. Joe holds several industry licenses and designations, including Series 7, 9, 10, 24, 63, 79, 99, and SIE. Joe specializes in providing financial planning services to individuals, businesses, and other investment companies. Joe is committed to providing his clients with personalized financial advice and solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/16/2023 - Present
World Equity Group, Inc. (Schaumburg IL)
TX
08/02/2018 - 06/02/2022
PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/24/2015 - 06/21/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
OH
06/01/2009 - 06/04/2015
MORGAN STANLEY (COLUMBUS OH)
KY
08/01/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
MI
10/09/2000 - 12/05/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
10/07/1999 - 09/27/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/01/1999 - 07/24/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
08/18/1998 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NE
11/20/1991 - 07/31/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 10/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/08/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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