Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rosenberg is a financial advisor with Alliancebernstein LP in Atlanta, GA. Joshua has been working in the industry since April 2004. Joshua has a diverse background, having worked for various financial institutions, including Bessemer Investor Services, Inc. and UST Securities Corp. Joshua holds Series 6, 7, 31, 63, 65, and 66 licenses. Joshua specializes in providing asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Joshua is registered in Alabama, California, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
10/08/2023 - Present
Alliancebernstein LP (ATLANTA GA)
GA
10/21/2010 - 08/03/2017
BESSEMER INVESTOR SERVICES, INC. (ATLANTA GA)
CT
12/01/2002 - 01/06/2003
UST SECURITIES CORP. (STAMFORD CT)
NY
07/13/2000 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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