Unclaimed
Joseph John Lohrer is a securities professional with over 35 years of experience in the financial industry. Joseph is a registered representative of Blackstone Securities Partners LP, a firm with a long history of providing investment services. Joseph has held prior positions at Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. Joseph is licensed in 53 states as well as in Puerto Rico and the Virgin Islands.
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
07/01/2011 - Present
Blackstone Securities Partners LP (NEW YORK NY)
CT
12/01/2005 - 06/06/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
07/23/1986 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Lohrer is the right advisor for you? Invested Better is here to help.