Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua D. Paletta is a financial advisor and wealth coach with over 10 years of experience in the financial services industry. Joshua is currently registered with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH and Overland Park, KS. Joshua has previously been employed by J.P. Morgan Securities LLC and The Huntington Investment Company. Joshua has a strong background in investment management, financial planning, and wealth coaching. Joshua holds Series 6, 7, 63, and 66 securities licenses and specializes in providing financial guidance to individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay 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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
1
2
OH
05/17/2023 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
MI
06/08/2018 - 09/01/2020
THE HUNTINGTON INVESTMENT COMPANY (LANSING MI)
MI
10/01/2012 - 05/31/2018
J.P. MORGAN SECURITIES LLC (OKEMOS MI)
MI
12/15/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLYMOUTH MI)
BOTH
Issued 09/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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