Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Lux is an Investment Advisor Representative at Nisa Investment Advisors, LLC. Joseph has been in the financial industry for over 10 years and holds the Series 65 and Series 3 licenses. Joseph specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Joseph has experience working with a variety of clients, including pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.
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.
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.
Other appropriate measure of program size
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2
MO
06/08/2023 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2023
Series 3 - National Commodity Futures Examination
Active
Inactive
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