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 Slish is a financial advisor with Sage, Rutty & Co., Inc., a firm with over 100 clients and approximately $2.5 Billion in assets under management. Joshua David Slish has been in the financial services industry since July 2020. Joshua David Slish holds licenses in both New York and Florida. Joshua David Slish has experience with providing financial planning, educational seminars and portfolio management for individuals. Joshua David Slish also has experience with providing portfolio management for businesses. Prior to joining Sage, Rutty & Co., Inc. Joshua David Slish worked at Brighton Securities Corp. and Equitable Advisors, LLC. Joshua David Slish specializes in investments, retirement planning, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
09/29/2023 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
NY
07/29/2022 - 09/29/2023
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
NY
07/17/2020 - 08/04/2022
EQUITABLE ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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