linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Andrew Medvidofsky

Osaic FA, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Andrew Medvidofsky

Joshua Medvidofsky is a financial advisor currently registered with Osaic FA, Inc. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2007. Joshua has been licensed in 19 states and has worked with several firms including Principal Securities, Inc. and Lincoln Financial Advisors Corporation.

Firm Information

Joshua Medvidofsky is currently registered with Osaic FA, Inc.. Osaic FA, Inc., a corporation formed in 1968, provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm offers a variety of services including financial planning, portfolio management, and retirement plan consulting. Osaic FA, Inc. is registered with the Securities and Exchange Commission (SEC) and is also registered in 52 states. The firm has a strong track record and has received multiple awards for its services. They manage over $37 billion in assets.
Osaic FA, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$37.13B

Assets Under Management

3,800

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan consulting services provided on a limited basis.

Retirement plan consulting services provided on a limited basis.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Medvidofsky’s Registration & Firm History

MT

05/05/2021 - Present

Osaic FA, Inc. (BILLINGS MT)

CO

02/16/2007 - 05/07/2021

PRINCIPAL SECURITIES, INC. (DENVER CO)

Not sure if Joshua Andrew Medvidofsky is right for you?

Licenses & Designations

BC

Issued 05/01/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua Andrew Medvidofsky. Review regulatory record here.
Not sure if Joshua Andrew Medvidofsky is right for you?