Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Laychock is an active investment advisor representative at Northeast Financial Group, Inc. Josh has over 20 years of experience in the financial services industry. Josh currently holds Series 7, 24 and 66 licenses and has passed the SIE exam. Josh also has a registration with the state of Texas and has been registered with the state of Pennsylvania since 2009. Josh has worked with Northeast Financial Group since 2007 and also worked with Herbein Financial Group, LLC since 2022. Josh offers advisory services for high-net-worth individuals, corporations, and pension and profit-sharing plans. Josh is also a partner in REJ Investment Management, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
03/04/2024 - Present
Northeast Financial Group, Inc. (ALLENTOWN PA)
PA
08/13/2001 - 07/23/2009
AXA ADVISORS, LLC (WYOMISSING PA)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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