Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Craven Harper is a financial advisor who has been in the industry since April 2007. Joshua is currently registered with Newedge Advisors in New Orleans, Louisiana and Atlanta, Georgia. Joshua is also registered with the state of Georgia as an Investment Advisor Representative. Joshua has previously worked at MML Investors Services, LLC in Atlanta, Georgia and NewEdge Securities Inc in Pittsburgh, Pennsylvania. Joshua has earned the Series 6, Series 7, Series 62, Series 63 and Series 65 licenses and has a Certified Financial Planner and Chartered Financial Consultant designation. Joshua is also a partner at Streamline Wealth and Forty by Forty, a personal LLC.
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.
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.
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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2
LA
02/07/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
GA
04/25/2007 - 02/07/2024
MML INVESTORS SERVICES, LLC (Atlanta GA)
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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