Joe GlobenskyFinancial Advisor, Chief Financial Officer
Phone: 866-834-1040 Joe Globensky joined Level Four® as a shareholder in October 2002. As the Chief Financial Officer for Level Four®, he is responsible for the day-to-day accounting for the Level Four® Group of companies. As an OSJ Manager for Lincoln Financial Securities Corporation, Joe supervises over 50 Associated Persons located across the United States. Joe also serves as Lead Portfolio Manager for Level Four® Advisory Services, an SEC-registered Investment Advisory firm. In addition, he works with clients on an individual basis, assisting them with retirement income planning, investment and risk management, and estate planning matters. During his eighteen years in the Financial Services industry, Joe has worked across a variety of areas including: fee-based asset management, product development, business planning, practice management, new business development, and sales and operations training. Before joining Level Four®, Joe served as a consultant to several of the largest CPA firms in the country. He was also Manager of Practice Development and Manager of Advisory Services Marketing at 1st Global. Prior to joining 1st Global, Joe spent three years at H.D. Vest Financial Services working in the Operations Department as well as partnering with a registered representative in developing a financial services practice. Joe graduated from Michigan State University with a Bachelor of Arts in Finance. He received his Masters of Science in Finance from Texas A&M University. He is a Registered Financial Consultant, holds FINRA Series 7, 63, and 65 examinations, and is a Registered Representative and Registered Principal of Lincoln Financial Securities. In addition Joe is licensed for Life and Health Insurance and Variable Contracts in 17 states. Joe, his wife Jennifer, and their two children reside in Frisco, Texas. You can send an e-mail to Joe by clicking here. 
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5601 Granite Parkway, Suite 890 Phone: 866-834-1040 |
Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.