Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Chase Overbeek is a financial advisor registered with LPL Financial LLC. Joshua has been working in the financial industry since July 2021. Joshua has a Series 66 license, Series 7TO license, and a SIE license. Joshua is registered with the states of Colorado and Michigan. Joshua works in the Grandville, Michigan branch office. In addition to working as a financial advisor, Joshua also provides other services like consulting and non-discretionary advisory services. Joshua's firm has more than $50 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
08/27/2021 - Present
LPL Financial LLC (GRANDVILLE MI)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Overbeek is the right advisor for you? Invested Better is here to help.
