Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Reilly is a financial professional with over 7 years of experience in the industry. Joshua is currently registered with Needham & Company, LLC and has previously been registered with several other firms including Canaccord Genuity LLC, Northland Securities, Inc., and Focus Capital Group, Inc.. Joshua has a strong understanding of the financial markets and a commitment to providing clients with personalized advice. Joshua holds the Series 7, Series 63, and Series 87 licenses, as well as the SIE exam. Joshua is dedicated to helping clients achieve their financial goals.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MN
09/20/2018 - Present
Needham & Company, LLC (Minnetonka MN)
MN
08/24/2015 - 09/28/2018
CANACCORD GENUITY LLC (MINNEAPOLIS MN)
MN
07/29/2013 - 08/03/2015
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
02/25/2011 - 12/31/2012
FOCUS CAPITAL GROUP, INC. (MINNEAPOLIS MN)
BC
Issued 03/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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