Joseph W. Styrna
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph Walter Styrna, who also goes by Joe Styrna, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 1998. Joseph had worked at 9 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 10, 2016 - March 29, 2017
PARASOL INVESTMENT MANAGEMENT, LLC
April 21, 2010 - May 6, 2016
TACTICAL ALLOCATION GROUP, LLC
May 30, 2006 - October 27, 2006
LEONARD & COMPANY
May 9, 2006 - October 27, 2006
LEONARD & COMPANY
December 15, 2004 - May 1, 2006
OSAIC FA, INC.
December 15, 2004 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
December 15, 2004 - May 1, 2006
OSAIC FA, INC.
July 29, 2004 - December 9, 2004
KEYBANC CAPITAL MARKETS INC.
March 20, 2003 - December 9, 2004
KEYBANC CAPITAL MARKETS INC.
September 27, 2001 - March 25, 2003
NATCITY INVESTMENTS, INC.
July 30, 1999 - April 11, 2001
CHARLES SCHWAB & CO., INC.
September 1, 1998 - April 21, 1999
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PARASOL INVESTMENT MANAGEMENT, LLC
CRD#: 156074 / SEC#: 801-72301
Contact information
Red Flags
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