Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Schechter is a financial advisor with over 16 years of experience in the industry. Josh Schechter currently works at Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Josh Schechter has a broad range of experience, having worked with a variety of firms, including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Triad Advisors LLC. Josh Schechter is a registered representative in Florida and Georgia.
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.
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.
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AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
04/04/2022 - 04/13/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
03/05/2020 - 03/14/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/11/2017 - 03/14/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/18/2010 - 09/28/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/19/2010 - 12/15/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/29/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
FL
09/24/2008 - 05/13/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/26/2007 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/2008
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 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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