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 Gerry is an investment advisor representative with LPL Financial LLC. Joshua has been in the financial services industry since 1996. Joshua has Series 7 and Series 63 licenses and holds the SIE designation. Joshua's experience includes working for firms such as AXA Distributors, LLC, MetLife Investors Distribution Company, Jackson National Life Distributors, Inc., and Equitable Distributors, Inc. Joshua has a diverse background working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Joshua is passionate about helping clients reach 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/07/2018 - Present
LPL Financial LLC (DOWNERS GROVE IL)
NC
01/07/2008 - 07/31/2018
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
12/11/2004 - 01/08/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/28/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
TN
08/24/2000 - 03/05/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NC
04/21/1997 - 05/09/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
CA
11/04/1996 - 01/29/1997
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
TN
08/01/1996 - 10/16/1996
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NJ
08/03/1996 - 09/13/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
05/31/1996 - 08/01/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 08/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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