Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Zee is a financial advisor with over 24 years of experience in the industry. Joseph is currently registered with VP Distributors LLC, and has been in this role since May 2022. Before joining VP Distributors LLC, Joseph was a registered representative with ALPS Distributors, Inc. from 2007 to 2022, and Legg Mason Investor Services, LLC from 2005 to 2006. Joseph Zee is also registered with the state of New York.
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.
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2
NY
05/17/2022 - Present
VP Distributors LLC (NEW YORK NY)
NY
09/10/2007 - 04/28/2022
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/01/2005 - 04/06/2006
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
09/01/1998 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/04/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 03/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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