Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Ellis is an Investment Advisor Representative with Americana Partners, LLC, a firm that has been in business for over 12 years. Joseph is registered in Texas. He has a strong background in the financial services industry and is committed to helping clients achieve their financial goals. He is a seasoned advisor with experience working with a variety of clients, including individuals, families, and charitable organizations. He holds multiple licenses and certifications, including Series 7, 9, 10, 63, and 65. Joseph previously held positions with Morgan Stanley, Morgan Stanley DW Inc., Credit Suisse, and Alex Brown & Sons. Americana Partners, LLC has offices in Houston and Dallas, Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
TX
04/03/2024 - Present
Americana Partners, LLC (Dallas TX)
TX
04/02/2007 - 06/06/2012
MORGAN STANLEY & CO. LLC (DALLAS TX)
TX
02/12/2007 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
TX
03/02/2000 - 02/14/2007
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
MD
09/01/1997 - 02/29/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
01/14/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
06/06/1989 - 12/10/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
05/11/1987 - 05/31/1989
YOUNG, SMITH & PEACOCK, INC.
IA
Issued 03/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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