Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zimmerman is a financial advisor with PSI Advisors, LLC based in Tampa, Florida. Joshua is a registered investment advisor representative and has been in the financial industry since 2014. Joshua has a wide range of experience in financial planning, investment advisory, and insurance. Joshua's background includes a strong understanding of fixed annuities, retirement planning, and insurance. He is also qualified to assist with a variety of investment needs including stock, bond, mutual funds, and other investment products. Joshua's services are tailored to meet the needs of individuals, businesses, and families.
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.
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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2
FL
05/20/2021 - Present
PSI Advisors, LLC (TAMPA FL)
FL
06/27/2014 - 11/21/2017
PRINCIPAL SECURITIES, INC. (Tampa FL)
BC
Issued 02/28/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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