Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Klump is a financial advisor currently registered with Fifth Third Securities, Inc. in Naples, Florida. Joshua has been working in the financial industry since 1997, holding multiple licenses and registrations. Joshua has held previous roles at Maximum Financial Investment Group, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Dean Witter Reynolds Inc., and W.S. Griffith & Co., Inc. Joshua's specializations include financial planning, portfolio management, selection of other advisors, and sponsor wrap fee programs. Joshua also owns and operates JDK Rentals.
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 1/8/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 2/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 1/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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