Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Danforth is a financial advisor with MAI Capital Management, LLC. Joshua is a Certified Financial Planner and has over 16 years of experience in the financial services industry. Joshua has held previous positions with Purshe Kaplan Sterling Investments, Kestra Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua specializes in working with high-net-worth individuals, families, and businesses. Joshua also provides financial planning, portfolio management and other advisory services.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
AR
07/23/2021 - Present
MAI Capital Management, LLC (Little Rock AR)
AR
05/02/2018 - 02/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (Little Rock AR)
TX
07/08/2016 - 03/01/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
AR
05/05/2005 - 06/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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