Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edgar Black is a financial advisor who has been in the industry since 1991. Currently, he is registered with Lion Street Financial, LLC, a firm based in Austin, TX. Before joining Lion Street Financial, LLC, Joseph was affiliated with several firms, including Purshe Kaplan Sterling Investments, Directed Services LLC, ProEquities, Inc., Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., and First Investors Corporation. Throughout his career, Joseph has held various licenses and registrations, including Series 7, Series 6, Series 24, and Series 63, as well as the Securities Industry Essentials Examination. Joseph's current registration is active in Texas.
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.
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2
TX
08/31/2023 - Present
Lion Street Financial, LLC (AUSTIN TX)
NY
10/31/2019 - 07/28/2023
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
PA
09/23/2015 - 01/05/2018
DIRECTED SERVICES LLC (WEST CHESTER PA)
OH
03/11/2009 - 09/15/2015
PROEQUITIES, INC. (DUBLIN OH)
OH
12/21/2000 - 02/17/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/20/1996 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NJ
06/27/1983 - 01/06/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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