Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Shulman is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Clearwater, Florida. Joshua has been a financial advisor for over 20 years. Joshua is registered with the state of Florida and Texas. Joshua holds Series 7, 9, 10, 66, and SIE licenses. Joshua has been a Certified Financial Planner since 2016. Prior to joining Raymond James Financial Services Advisors, Inc., Joshua worked for Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Raymond James & Associates, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
FL
06/06/2005 - 01/08/2016
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
MA
10/20/2004 - 06/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/06/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
FL
12/14/1998 - 03/13/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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