Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh William Cesare is a financial advisor based in Wormleysburg, PA. Josh has been in the industry since 2007 and is currently registered with Cambridge Investment Research Advisors, Inc.. Previously, Josh was with Voya Financial Partners, LLC, Nationwide Investment Services Corporation, MetLife Securities Inc., Cornerstone Institutional Investors, Inc. and Nationwide Securities, Inc. Josh is licensed to provide financial advice in Pennsylvania and New York and holds Series 6, 63, and 65 licenses. Josh also holds the SIE exam. Josh specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
05/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Wormleysburg PA)
CT
08/19/2019 - 05/01/2024
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
OH
08/26/2011 - 07/26/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
04/07/2009 - 07/25/2011
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
04/14/2008 - 04/02/2009
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (ALLENTOWN PA)
PA
04/26/2007 - 03/20/2008
NATIONWIDE SECURITIES, INC. (ALLENTOWN PA)
IA
Issued 05/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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