Unclaimed
Joseph Brian Zidle is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Blackstone Securities Partners LP. Joseph's previous experience includes positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SWORD SECURITIES CORPORATION, DAVIS, MENDEL & REGENSTEIN, INC., J.C. BRADFORD & CO., and A. G. EDWARDS & SONS, INC. Joseph has a broad range of experience and holds several professional licenses and designations, including Series 7, Series 24, Series 31, Series 63, and Series 65. Joseph has an active Series 86 and 87 licenses.
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.
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.
1
2
NY
03/06/2018 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
01/13/2005 - 03/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
07/28/2003 - 11/15/2004
SWORD SECURITIES CORPORATION (STAMFORD CT)
GA
06/06/2000 - 02/21/2003
DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)
NY
10/23/1998 - 05/26/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MO
04/01/1996 - 11/06/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/16/1995 - 04/04/1996
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 03/22/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/17/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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