Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Lehrer is a financial professional with over 20 years of experience in the industry. Joseph holds a Series 6, 7, 24, 63 and 66 license and is currently registered with Stancorp Equities, Inc. in Oregon. Prior to joining Stancorp Equities, Inc., Joseph worked at TD PRIVATE CLIENT WEALTH LLC, LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC.. Joseph is also a registered representative with FINRA and is registered in Florida and Oregon.
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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OR
11/28/2023 - Present
Stancorp Equities, Inc. (PORTLAND OR)
FL
01/29/2019 - 11/01/2023
TD PRIVATE CLIENT WEALTH LLC (Orlando FL)
FL
07/15/2016 - 07/20/2017
TD PRIVATE CLIENT WEALTH LLC (FT. LAUDERDALE FL)
FL
09/24/2014 - 06/10/2016
LPL FINANCIAL LLC (BOCA RATON FL)
FL
02/28/2013 - 07/01/2014
TD PRIVATE CLIENT WEALTH LLC (FT. LAUDERDALE FL)
FL
10/11/2011 - 01/31/2013
LPL FINANCIAL LLC (BOCA RATON FL)
FL
09/24/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WEST PALM BEACH FL)
FL
06/30/2006 - 03/16/2010
CUNA BROKERAGE SERVICES, INC. (MIRAMAR FL)
MA
10/05/1999 - 02/08/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 05/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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