linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Adam Smith

Pruco Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Adam Smith

Joshua Adam Smith is a financial professional with over 13 years of experience in the financial services industry. Joshua is currently registered with Pruco Securities, LLC and is a partner at Genesis Wealth Advisors. Joshua has previously worked at Lincoln Investment, Nationwide Securities, LLC, M&T Securities, Inc., and Morgan Stanley & Co. Incorporated. Joshua holds Series 7, 31 and 66 securities licenses and the SIE exam.

Firm Information

Joshua Smith is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

check

other

Compensation from lpl enterprise, llc

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Smith’s Registration & Firm History

PA

10/10/2023 - Present

Pruco Securities, LLC (Warrington PA)

PA

10/01/2014 - 10/04/2023

LINCOLN INVESTMENT (BETHLEHEM PA)

PA

07/12/2010 - 09/17/2012

NATIONWIDE SECURITIES, LLC (ALLENTOWN PA)

PA

05/28/2008 - 11/20/2009

M&T SECURITIES, INC. (WYOMISSING PA)

PA

09/29/2007 - 05/27/2008

MORGAN STANLEY & CO. INCORPORATED (WYOMISSING PA)

Not sure if Joshua Adam Smith is right for you?

Licenses & Designations

BOTH

Issued 10/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 09/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Adam Smith.
Not sure if Joshua Adam Smith is right for you?