Unclaimed
Joshua Friedman is a financial advisor with Blackrock Investment Management, LLC, registered in New Jersey and New York. Joshua has been working in the securities industry since October 19, 2019. Joshua has earned the Series 7, SIE and Series 63 licenses. Joshua also holds the Chartered Financial Analyst designation. Joshua has previously worked at Stifel, Nicolaus & Company, Incorporated, and BlackRock Investments, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
05/17/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
02/25/2021 - 04/28/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MELVILLE NY)
NY
06/12/2018 - 11/05/2019
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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