Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Loud is a registered representative with Janney Montgomery Scott LLC. Joshua is a Series 7 and Series 66 licensed representative. Joshua has been working in the financial industry since October 2019. Prior to joining Janney Montgomery Scott LLC, Joshua was with RAYMOND JAMES & ASSOCIATES, INC. Joshua's professional experience includes working at a variety of firms, including Woodstock High School, Rhodes College, Universal Studios Orlando, Nike, GrizzFit and Unemployed. Joshua has a variety of designations and is active in several industry associations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
06/28/2024 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
10/25/2019 - 06/27/2024
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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