Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Cantor is an Investment Advisor Representative at Corient. Joshua has been in the financial services industry since 2013, working at various firms including BDO USA LLP, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANK OF AMERICA, N.A. and KORE PRIVATE WEALTH, LLC. Joshua has a strong background in financial planning and portfolio management, with experience working with high-net-worth individuals, corporations, and other institutions. Joshua is currently registered in Florida, New York, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
01/17/2023 - Present
Corient (New York NY)
NJ
07/17/2019 - 04/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMIT NJ)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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