Unclaimed
Joshua C. Holt is a financial advisor at Steward Partners Investment Advisory, LLC. Joshua has over 12 years of experience in the financial services industry and holds Series 66, 7 and SIE licenses. Joshua is a Certified Financial Planner™ professional and is registered with the state of New Hampshire. Joshua is also registered in 14 other states, including Florida, Georgia, Hawaii, Maine, Maryland, Massachusetts, Missouri, Montana, New Hampshire, North Carolina, Puerto Rico, South Carolina, Texas and Vermont. Joshua's specialties include financial planning, portfolio management, and insurance.
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.
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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 2/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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