Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bartow Psalmonds is a financial advisor with LPL Financial LLC. Joseph has been in the financial services industry since 1983 and is registered with the state of Louisiana. Joseph has a wide range of experience, including working with individuals, families, and businesses. Joseph holds a Series 7, Series 63, Series 24, Series 6TO and SIE license and is also a Certified Financial Planner. Joseph is a registered representative and investment advisor representative with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
12/11/2023 - Present
LPL Financial LLC (SHREVEPORT LA)
LA
11/20/2017 - 12/20/2023
OSAIC WEALTH, INC. (SHREVEPORT LA)
LA
02/02/2009 - 11/22/2017
INVEST FINANCIAL CORPORATION (SHREVEPORT LA)
LA
11/19/1989 - 02/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SHREVEPORT LA)
NA
08/22/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/25/1983 - 09/14/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 12/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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