Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Benton Perello is a financial advisor who has been in the industry since 2012. Joshua is currently registered with Ameriprise Financial Services, LLC and is licensed to conduct business in Louisiana and Texas. Joshua has previous experience with Raymond James Financial Services, Inc. and Edward Jones. Joshua holds the Series 66, Series 7, Series 9, and Series 10 licenses. Joshua specializes in providing financial planning, asset allocation, and investment management services to individuals, corporations, and other 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
LA
06/28/2023 - Present
Ameriprise Financial Services, LLC (Breaux Bridge LA)
LA
12/18/2017 - 07/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BREAUX BRIDGE LA)
LA
03/28/2012 - 12/20/2017
EDWARD JONES (BREAUX BRIDGE LA)
BOTH
Issued 04/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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