Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Markman is a financial advisor with Hightower Advisors, LLC. Joshua has been in the industry for 15 years and holds Series 3, 7, 7TO, and 66 licenses. Prior to joining Hightower Advisors, LLC, Joshua was with Bel Air Securities LLC and Goldman, Sachs & Co. Joshua is also a partner of Bel Air Management Company 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
09/15/2021 - Present
Hightower Advisors, LLC (Los Angeles CA)
CA
08/14/2008 - 10/14/2021
BEL AIR SECURITIES LLC (LOS ANGELES CA)
NY
11/03/2004 - 08/22/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
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