Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Christian Klump is a financial advisor registered with Fifth Third Securities, Inc. and has been in the industry since 1997. Joshua Klump is currently registered with the state of Florida as an investment advisor representative. Joshua Klump previously worked for Maximum Financial Investment Group, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Dean Witter Reynolds Inc., and W.S. Griffith & Co., Inc. Joshua Klump specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/10/2008 - Present
Fifth Third Securities, Inc. (NAPLES FL)
MI
09/21/2006 - 11/02/2007
MAXIMUM FINANCIAL INVESTMENT GROUP, INC. (SOUTHFIELD MI)
MA
02/21/2001 - 08/04/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/21/2001 - 08/04/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
02/11/1999 - 04/09/2001
MAXIMUM FINANCIAL INVESTMENT GROUP, INC. (SOUTHFIELD MI)
NY
04/25/1997 - 02/04/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CT
01/28/1997 - 06/24/1997
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 01/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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