Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Eric Altman is a registered investment advisor representative with Johnson Brunetti. Josh has been in the industry since 2017 and has held previous positions with LPL Financial, Charles Schwab, and TD Ameritrade. Josh holds the Series 66, SIE, and Series 7 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Referral fees from third-party money managers
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2
CT
08/28/2024 - Present
Johnson Brunetti (WETHERSFIELD CT)
MA
08/28/2023 - 07/30/2024
LPL FINANCIAL LLC (WALTHAM MA)
MA
01/26/2022 - 11/03/2022
CHARLES SCHWAB & CO., INC. (Burlington MA)
MA
08/02/2017 - 11/03/2022
TD AMERITRADE, INC. (Burlington MA)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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