Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Richard Birkofer is a financial advisor with over 25 years of experience in the industry. Joseph is currently registered as an Investment Advisor Representative with Onedigital Investment Advisors. Joseph has worked for several other firms over the years, including Legacy Asset Securities, Inc., Securities Service Network, Inc., Post Oak Capital Advisors, Inc., and PaineWebber Incorporated. Joseph holds the Series 2, 7, 24, 28, 51, 63, and 65 licenses and is also a Certified Financial Planner (CFP®). Joseph is an instructor for the CFP program at Rice University and is a member of the Seabrook Sailing Club.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/04/2024 - Present
Onedigital Investment Advisors (Houston TX)
TX
11/05/1999 - 11/13/2020
LEGACY ASSET SECURITIES, INC. (HOUSTON TX)
TN
08/24/1998 - 12/31/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TX
06/11/1996 - 09/24/1998
POST OAK CAPITAL ADVISORS, INC. (HOUSTON TX)
NJ
12/14/1995 - 06/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/18/1997
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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