Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Tessar is a financial advisor registered with LPL Financial LLC. Joshua has been in the industry since August 2017 and holds Series 6, 7, and 66 licenses. Joshua is also registered in Virginia as an investment advisor representative. Joshua's previous experience includes working at Securities America, Inc. and Equity Services, Inc. Joshua specializes in working with individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
11/01/2023 - Present
LPL Financial LLC (BLACKSBURG VA)
VA
11/10/2021 - 11/03/2023
SECURITIES AMERICA, INC. (SALEM VA)
VA
08/12/2017 - 04/13/2021
EQUITY SERVICES, INC. (BLACKSBURG VA)
BOTH
Issued 09/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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