Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Tallent is a financial advisor with Osaic Institutions, Inc. Joshua Tallent has been a registered representative since November 20, 2007. Joshua Tallent has been active in the industry for over 15 years. Joshua Tallent's office is located in Henderson, NC. Joshua Tallent is registered in 12 states, including Florida, Georgia, Kentucky, Maine, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Joshua Tallent is also registered as an investment advisor representative in North Carolina and South Carolina. Joshua Tallent offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Joshua Tallent also offers educational seminars and pension consulting. Joshua Tallent is associated with Osaic Institutions, Inc. in their Henderson, NC branch office and 4 other branch office locations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NC
02/14/2019 - Present
Osaic Institutions, Inc. (Henderson NC)
NC
09/17/2013 - 02/27/2019
LPL FINANCIAL LLC (WEAVERVILLE NC)
NC
11/20/2007 - 09/19/2013
SUNTRUST INVESTMENT SERVICES, INC. (WAYNESVILLE NC)
BOTH
Issued 01/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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