Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Silverman is a financial advisor with J.P. Morgan Securities LLC. Joshua is a registered representative in California and Texas and has been in the industry since 2006. Joshua has a Series 7, 31 and 63 license along with a Series 65. Joshua has experience with TD Ameritrade, Inc. and UBS Financial Services Inc. Joshua provides portfolio management services to businesses and individuals along with financial planning and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/17/2018 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
10/23/2009 - 01/18/2018
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/30/2008 - 10/02/2009
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
CA
04/02/2007 - 10/31/2008
WACHOVIA SECURITIES, LLC (LA JOLLA CA)
DC
07/20/2006 - 12/04/2006
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MD
06/02/2006 - 07/06/2006
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 06/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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