Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Edge is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Momentum Independent Network Inc. and Hilltop Securities Inc. Joseph holds a Series 7, Series 27, SIE, Series 79TO, and Series 99TO licenses and provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Joseph has extensive experience working with individuals and businesses in the Dallas area.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
03/25/2015 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
03/25/2015 - 05/03/2016
FIRST SOUTHWEST COMPANY, LLC (DALLAS TX)
BC
Issued 05/01/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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