Unclaimed
Joshua C. Strouse is an Investment Advisor Representative with Signature Equity Partners, LLC, a Registered Investment Advisor. Joshua has been in the financial services industry since May 2006. Joshua is registered with the state of Ohio and has a Series 6, Series 7, Series 63 and Series 65 license. Joshua C. Strouse provides investment advice to individuals and families. Joshua specializes in providing financial planning, retirement planning and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting 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.
1
2
OH
10/16/2023 - Present
Signature Equity Partners, LLC (Mount Vernon OH)
OH
01/02/2015 - 10/24/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (MOUNT VERNON OH)
OH
09/18/2013 - 01/06/2015
LPL FINANCIAL LLC (LONDON OH)
OH
10/03/2011 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (WESTERVILLE OH)
OH
05/24/2006 - 10/04/2011
CHASE INVESTMENT SERVICES CORP. (WESTERVILLE OH)
IA
Issued 01/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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