Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Diamond is an experienced financial advisor with over 20 years of experience in the financial services industry. Joshua is currently registered with LPL Financial LLC and Gladstone Wealth Partners. Joshua has previously worked with a variety of firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cresta Capital Strategies, LLC. Joshua is licensed to provide investment advisory services in California, New York and South Carolina. Joshua offers a variety of financial services including financial planning, portfolio management, and consulting. Joshua is committed to providing personalized service and helping his clients achieve their financial goals.
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
NY
11/08/2023 - Present
LPL Financial LLC (COMMACK NY)
NY
03/16/2015 - 07/03/2017
MORGAN STANLEY (JERICHO NY)
NY
08/30/2011 - 03/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
01/31/2007 - 08/01/2011
CRESTA CAPITAL STRATEGIES, LLC (MELVILLE NY)
AZ
04/18/2006 - 11/20/2006
ECHOTRADE LLC (PHOENIX AZ)
NY
08/13/1999 - 10/22/2003
WORLDCO, L.L.C. (NEW YORK NY)
IA
Issued 09/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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