Lex Joseph

About Lex Joseph

Building Financial Independence One Day At A timeI’ve spent my entire career working in financial services. I believe in helping people, and one of the best ways for me to do that is to help them build wealth and an independent financial future. My current focus is to work with entrepreneurial financial professionals who want to have control of their careers and build a sustainable and rewarding business of their own. As CEO of Hazard & Siegel, I provide direction, services and leadership for a team of over 75 independent financial representatives all building their own independent financial future. Having worked in the financial services industry for more than 40 years, I’ve learned that doing the right thing for others is always the best way to do the right thing for yourself. At Hazard & Siegel we work hard to do the right thing for others everyday, it is my responsibility to ensure that we deliver on our company values of entrepreneurship, compliance, integrity, and transparency. Independence is the path we choose because it allows us to do what is right for our financial professionals and their clients. This ultimately provides the opportunity to build a meaningful and lucrative business for independent minded individuals looking to manage their own financial services business. The best compliment we get from our representatives is that we care about their business.If you are an independent minded professional looking to build a financial services business of your own, email me at l•••@hazardsiegel.com. It just might be the start of a brighter, independent financial future.The benefits of being a financial professional partner with Hazard & Siegel-> A full suite of Financial Solutions for Your Clients-> A lucrative and sustainable business model-> Full collaboration with senior management-> Engaged financial strategists for client investment planning-> Available office, conference rooms & teleconferencing facilities-> Sales & Marketing materials & supportMy career has included extensive experience in selling insurance products, 401(k) and pension plans, financial planning, and corporate leadership. In addition to my position at Hazard & Siegel, I am also President of Omega Inc. and a General Agent at Alex S. Joseph Associates Inc, my independent brokerage general agency.

Experience

1. CEO & Financial Professional Advisor

   Hazard & Siegel, Inc

   Jun 2003 — Present

   As CEO, I spend everyday working to improve the professional lives and businesses of our financial representatives. Hazard & Siegel has been in business for over 50 years because we work hard to do what’s right for the investor, and for the financial professionals that partner with Hazard & Siegel. If you are a financial professional with the experience and drive to be independent and run your own business, then Hazard & Siegel just might be the perfect solution for you. With Hazard & Siegel you are “in business for yourself, but not by yourself”. We are here to support the vision you have for your business, and provide the support and resources to help you reach your personal, professional and financial goals. Hazard & Siegel offers a full range of financial solutions to allow our representatives to offer comprehensive planning and services to their clients- Independent Broker-Dealer- Insurance Products- Financial Advising- Education Planning- Member FINRA/SIPCAre you an independent-minded financial professional? Contact me to become part of our team.31••••••22 | a••••••@hazardsiegel.comHazardsiegel.com

Education

• SUNY Brockport

  Bachelor of Science - BS

  1975 — 1979

Skills

• Health Insurance
• Investments
• Strategic Planning
• Customer Service
• Team Building
• Retirement Planning
• Finra
• 401k
• New Business Development
• Small Business
• Term Life Insurance
• Estate Planning
• Broker-Dealer
• Iras
• Fixed Annuities
• Insurance
• Long-Term Care