Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rennert is an investment advisor representative with Osaic Wealth, Inc.. Joshua has been in the financial services industry for over 16 years and has a diverse background, having previously worked with firms such as Comerica Securities, The Huntington Investment Company, and Cetera Investment Services LLC. Joshua is a Series 7, 63, and 65 licensed professional. Joshua is based in Scottsdale, AZ, and provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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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AZ
04/15/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MI
04/08/2021 - 09/17/2021
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
OH
11/15/2017 - 06/04/2019
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MI
03/13/2017 - 09/08/2017
CETERA INVESTMENT SERVICES LLC (TROY MI)
MI
12/02/2013 - 10/17/2016
THE HUNTINGTON INVESTMENT COMPANY (BIRMINGHAM MI)
MI
07/12/2010 - 11/26/2013
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
TN
07/30/2007 - 08/25/2009
WADDELL & REED, INC. (NASHVILLE TN)
MI
08/30/2006 - 05/15/2007
HANTZ FINANCIAL SERVICES, INC. (BAY CITY MI)
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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