Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Young is a financial advisor who has been in the industry since 2010. Joshua is currently registered with the state of California as an Investment Advisor Representative for Baker Avenue Asset Management LP. Prior to joining Bakeravenue, Joshua worked at UBS Financial Services Inc. and RMB Capital Management, LLC. Joshua has passed the Series 7, Series 66, and SIE exams.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
03/16/2022 - Present
Bakeravenue (SAN FRANCISCO CA)
DC
02/17/2010 - 03/17/2016
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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