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JE

Joseph E. Erwin

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CRD#: 1418758
JE

Professional summary


Joseph Edward Erwin was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Joseph had worked at 8 firms, which includes EISNER SECURITIES INC., SECURITIES AMERICA INC., AMERIPRISE ADVISOR SERVICES INC., ADVEST INC., LEHMAN BROTHERS INC., E. F. HUTTON & COMPANY INC, PRESCOTT BALL & TURBEN INC., AMERIPRISE FINANCIAL SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Erwin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 18, 1997 - September 22, 2000

EISNER SECURITIES, INC.

BD
CRD#: 40585
ST. LOUIS, MO
Past

June 14, 1993 - April 7, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 11, 1992 - May 27, 1993

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

February 9, 1990 - February 20, 1992

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 15, 1988 - February 27, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 18, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

July 8, 1986 - January 1, 1988

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

November 20, 1985 - July 21, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ES
EISNER SECURITIES, INC.
EISNER SECURITIES, INC.

CRD#: 40585 / SEC#: , 8-49084

BD
Terminated by SEC on 12/01/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 01/30/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EISNER, NEIL ANTHONYCHAIRMAN OF THE BOARD76688
EISNER, TEITSADIRECTOR2718728
BONE, GLENDA SUESENIOR COMPLIANCE OFFICER1476542
OAKES, BETH SUSANCOMPLIANCE OFFICER3111359
OAKES, BRUCE DAVIDPRESIDENT/CEO1597213

Disclosures


Regulatory Event3
Arbitration1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EISNER SECURITIES, INC.

CRD#: 40585

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