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Joseph Duval Labanz

Patriot Securities LLC

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About Joseph Duval Labanz

Joseph Labanz is a financial advisor with Patriot Securities LLC. Joseph has been in the financial services industry since 1992. He is a registered investment advisor representative and holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Joseph has worked for a variety of financial firms in his career, including Raymond James, Prudential Securities, and Wells Fargo. He currently has 49 clients and manages approximately $29.8 million in assets. Joseph primarily provides portfolio management services to individuals and high-net-worth individuals.

Firm Information

Joseph Labanz is currently registered with Patriot Securities LLC. Patriot Securities LLC is an investment advisor that manages approximately $29.8 million in assets for 49 clients. The firm provides portfolio management for individuals and has a client base of high-net-worth individuals and individuals other than high-net-worth.

$29.80M

Assets Under Management

Not reported

Total Clients

1

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Labanz’s Registration & Firm History

FL

01/01/2025 - Present

Patriot Securities LLC (JUPITER FL)

FL

05/14/2007 - 09/08/2015

WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)

FL

04/24/2001 - 06/08/2007

JANNEY MONTGOMERY SCOTT LLC (N. PALM BEACH FL)

FL

05/14/1999 - 05/17/2001

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

01/05/1996 - 05/20/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

09/03/1992 - 01/15/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

04/09/1992 - 07/08/1992

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 05/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 04/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Duval Labanz.
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