Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Abraham Minkstein is a financial advisor at LPL Financial LLC and has been in the industry since February 17, 2001. Joshua has a wide range of experience in the financial services industry, having worked with firms like WM Financial Services, Inc. and Franklin/Templeton Distributors, Inc. in the past. Joshua specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and organizations. Joshua holds Series 6, 7, 63, and 65 licenses, and has earned the Securities Industry Essentials (SIE) designation. Joshua is registered with the Securities and Exchange Commission and FINRA. Joshua currently works out of the Roseville, CA branch of LPL Financial 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
05/10/2013 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
01/19/2005 - 12/31/2006
WM FINANCIAL SERVICES, INC. (CITRUS HEIGHTS CA)
CA
02/02/1999 - 01/06/2003
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 02/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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