Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Perlmutter is a financial advisor with Atfs Advisers. Joshua is an active Investment Advisor Representative and holds the following licenses: Series 66, SIE and Series 7. Joshua has been in the financial industry since 2015 and has worked for Wintrust Wealth Management, Stifel, Nicolaus & Company, Inc., Cressent Asset Management, Lido Advisors, LLC, GeoWealth Management, LLC, and Atfs Advisers.
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.
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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IL
01/03/2024 - Present
Atfs Advisers (Chicago IL)
IL
10/06/2016 - 04/05/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
BOTH
Issued 01/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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