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Joseph Thomas Slankas

Loomis Sayles Distributors, LP

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About Joseph Thomas Slankas

Joseph Slankas is a financial advisor with over 20 years of experience in the financial services industry. Joseph is currently registered with Loomis Sayles Distributors, LP in Boston, MA. Prior to joining Loomis Sayles Distributors, LP, Joseph has held positions at Barclays Capital Inc., HVB Capital Markets, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds Series 63, Series 7, and SIE licenses.

Firm Information

Joseph Slankas is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Slankas’s Registration & Firm History

MA

08/27/2008 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

NY

11/10/2005 - 07/31/2006

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

04/16/2002 - 08/03/2005

HVB CAPITAL MARKETS, INC. (NEW YORK NY)

NY

08/16/1996 - 08/24/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Thomas Slankas.
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