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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Irving is a financial advisor with Equitable Advisors, LLC. Joseph has been in the financial services industry since 1977. Joseph is registered with FINRA and the state of New York. Joseph also holds a Series 63, Series 65, Series 24, Series 26, Series 6TO, Series 22TO, SIE, Series 7 and Series 1. Joseph specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Joseph has previously worked with The Equitable Life Assurance Society of the United States and Aetna Life Insurance and Annuity Company.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/08/1995 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
02/21/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CT
06/19/1983 - 05/25/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/21/1985 - 11/09/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
10/20/1980 - 05/21/1985
EQUICO SECURITIES, INC.
NA
10/25/1977 - 11/11/1981
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 04/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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