Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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