Unclaimed
Joseph Edmondson is a financial advisor who has been in the industry since 2007. He is currently registered with Hightower Advisors, LLC, and has a branch office in Pearl River, NY. Joseph Edmondson previously worked at Equitable Advisors, LLC for 17 years. Joseph Edmondson is a Certified Financial Planner. He is registered to provide advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Virginia, and Washington. He is also registered with FINRA. Joseph Edmondson's firm is Hightower Advisors, LLC, which has approximately $130.24 Billion in assets under management. Hightower Advisors, LLC provides a range of financial services, including financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
01/04/2024 - Present
Hightower Advisors, LLC (Pearl River NY)
NY
03/02/2007 - 01/04/2024
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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