Joseph StyrnaCRD Number: 3097994
Current Firm: Parasol Investment Management, LLC
Joseph Styrna (CRD# 3097994) is an Investment Advisor Representative working at Parasol Investment Management, LLC in Joliet, IL and has over 18 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
Lcm Capital Management Inc.
|Parasol Investment Management, LLC||Westmont, IL||May 2016 - Current||1|
|Tactical Allocation Group, LLC||Birmingham, MI||May 2006 - Apr 2016||9|
|Leonard & Company||Birmingham, MI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management122MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$977,375
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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