Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Alan Richardson is a financial advisor with Peak Retirement Planning, Inc., located in Columbus, Ohio. Joshua has been in the financial services industry for over 6 years, with previous experience at Foresters Financial Services, Inc.. Joshua is registered as an Investment Advisor Representative in Louisiana and Ohio and holds the Series 65, Series 6 and SIE licenses. Joshua specializes in financial planning and portfolio management for individuals. Joshua also holds an insurance license and provides insurance sales services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/10/2023 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
OH
07/01/2016 - 09/14/2016
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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