Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rendler is an Investment Advisor Representative at Define Financial, LLC. Joshua has been working in the financial industry since 2019, and he holds a Series 65 license. Joshua is also a Certified Financial Planner. At Define Financial, LLC, Joshua provides financial planning, portfolio management for individuals, and pension consulting services. Define Financial, LLC is headquartered in San Diego, CA.
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.
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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CA
04/27/2023 - Present
Define Financial, LLC (SAN DIEGO CA)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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