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 Stamm is an Investment Advisor Representative with Legacy Wealth Management Group, Inc. based in LYNCHBURG, VA. Joshua is a seasoned professional with over 20 years of experience in the financial services industry. Previously, Joshua worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Joshua holds a Series 66, Series 63, Series 3, Series 7, Series 10, and Series 9 licenses and has a strong commitment to providing personalized financial advice and guidance to individuals and families. Joshua has experience in various areas including insurance sales, Medicare supplements, portfolio management, 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.
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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VA
08/16/2022 - Present
Legacy Wealth Management Group, Inc. (LYNCHBURG VA)
VA
03/28/2008 - 07/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNCHBURG VA)
VA
11/05/2004 - 04/14/2008
UBS FINANCIAL SERVICES INC. (LYNCHBURG VA)
MO
08/27/2002 - 11/08/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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