Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Holt is a financial advisor with Steward Partners Investment Advisory, LLC. Joshua is a Certified Financial Planner™ professional with over 10 years of experience in the industry. Joshua has a Series 7 and Series 66 license and is registered in 15 states including Florida, Georgia, Hawaii, Maine, Maryland, Massachusetts, Missouri, Montana, New Hampshire, North Carolina, Puerto Rico, South Carolina, Texas, and Vermont. Joshua works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Joshua is committed to providing personalized financial advice and helping 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
09/23/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
09/17/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
ME
02/07/2012 - 09/18/2020
EDWARD JONES (KITTERY ME)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Holt is the right advisor for you? Invested Better is here to help.
