Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Dunn is a financial advisor with Raymond James Financial Services Advisors, Inc.. Josh is registered to provide investment advice in the states of Florida and Alabama, along with 48 other states. Josh has been in the financial services industry for over 15 years, and has experience in both the brokerage and investment advisory fields. Josh is committed to providing his clients with personalized financial planning and investment advice. Josh's specialties include portfolio management, financial planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/29/2023 - Present
Raymond James Financial Services Advisors, Inc. (Oakland FL)
FL
12/11/2017 - 02/13/2023
PNC INVESTMENTS (SARASOTA FL)
FL
08/21/2017 - 11/29/2017
J.P. MORGAN SECURITIES LLC (Tampa FL)
FL
06/30/2014 - 07/31/2017
PNC INVESTMENTS (Sarasota FL)
FL
06/12/2009 - 06/23/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/14/2007 - 05/27/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2013
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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