Unclaimed
Joshua Lindland is a financial advisor with Osaic Wealth, Inc. Joshua has been a registered representative in the financial services industry since 2023. Joshua has Series 7TO, SIE and Series 66 licenses, and currently holds registrations in Delaware and New York. Joshua specializes in helping high-net-worth individuals and families with financial planning, portfolio management, and pension consulting. Joshua also offers educational seminars for clients.
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
NY
02/19/2025 - Present
Osaic Wealth, Inc. (Brooklyn NY)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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