Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lawrence Epstein is a financial professional with experience in the financial services industry. Joseph has worked at Franklin Distributors, LLC since 2021, previously working at Franklin/Templeton Distributors, Inc. and Equitable Distributors, LLC. Joseph holds FINRA Series 7, 63, and 66 licenses as well as the SIE license. Joseph is currently registered in 53 states.
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
FL
07/07/2021 - Present
Franklin Distributors, LLC (St. Petersburg FL)
FL
06/18/2021 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
NJ
08/29/2019 - 04/30/2021
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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