Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Aaron Belkin is a financial advisor with J. W. Cole Advisors, Inc. Joshua has been in the financial industry since February 6, 2012 and holds the Series 6, 7, 63 and 65 licenses. Joshua is a registered investment advisor in Arizona, California and Florida. Joshua provides financial planning, educational seminars and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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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2
FL
05/23/2024 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
09/04/2020 - 05/24/2024
MML INVESTORS SERVICES, LLC (Newport Beach CA)
CA
10/20/2016 - 09/12/2018
LEUMI INVESTMENT SERVICES INC. (Los Angeles CA)
CA
10/01/2012 - 10/18/2016
J.P. MORGAN SECURITIES LLC (WOODLAND HILLS CA)
CA
06/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TARZANA CA)
CA
11/22/2004 - 03/10/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 12/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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