Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Lamont is a registered representative with U.S. Bancorp Investments, Inc. Joseph has been in the securities industry for over 20 years and has held registrations with several firms, including Fifth Third Securities, Inc., Chase Investment Services Corp., BANC One Securities Corporation, and Morgan Stanley DW Inc. Joseph holds both Series 66 and Series 63 licenses and also has the Series 7 and SIE exams. Joseph Lamont is currently registered to provide investment advice in Florida, Indiana, Kentucky, Minnesota, New Jersey, North Carolina, Ohio, Texas, and West Virginia. Joseph's clients include high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. He provides financial planning, portfolio management, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (West Chester OH)
OH
11/21/2006 - 12/07/2018
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
07/06/2005 - 10/20/2006
CHASE INVESTMENT SERVICES CORP. (FLORENCE KY)
IL
11/12/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/15/2002 - 10/29/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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