Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Milan Robertson is a financial advisor based in Columbus, Ohio. He has over 30 years of experience in the industry. Joseph is currently registered with Northland Securities, Inc. and previously worked with HILLTOP SECURITIES INC., ROSS, SINCLAIRE & ASSOCIATES, LLC, RBC CAPITAL MARKETS CORPORATION, SEASONGOOD & MAYER and BANC ONE CAPITAL CORPORATION. Joseph is a Series 7, Series 24, Series 50, Series 52TO, Series 53, Series 63, and Series 79TO licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Negotiated
1
2
OH
12/07/2022 - Present
Northland Securities, Inc. (Columbus OH)
OH
11/20/2018 - 11/28/2022
HILLTOP SECURITIES INC. (Powell OH)
OH
01/21/2011 - 11/20/2018
ROSS, SINCLAIRE & ASSOCIATES, LLC (Powell OH)
OH
06/15/2007 - 09/16/2010
RBC CAPITAL MARKETS CORPORATION (COLUMBUS OH)
OH
05/18/1993 - 06/19/2007
SEASONGOOD & MAYER (COLUMBUS OH)
OH
12/19/1991 - 11/10/1992
BANC ONE CAPITAL CORPORATION (COLUMBUS OH)
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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