Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Brian Zidle

Blackstone Securities Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Brian Zidle

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.

Firm Information

Joseph Zidle is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Zidle’s Registration & Firm History

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)

Not sure if Joseph Brian Zidle is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Brian Zidle.
Not sure if Joseph Brian Zidle is right for you?