Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Reesman is a Registered Investment Advisor associated with Prosperity Capital Advisors. Joshua has been in the financial services industry since 2010 and has a diverse background in financial services. Joshua is a Series 6, 7, 63, and 65 licensed professional.
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.
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.
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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MO
05/15/2024 - Present
Prosperity Capital Advisors (ST LOUIS MO)
MA
01/24/2019 - 10/28/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
IL
10/03/2014 - 01/08/2019
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
NY
11/12/2012 - 09/03/2014
HSBC SECURITIES (USA) INC. (GARDEN CITY NY)
NY
02/04/2011 - 10/24/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
03/02/2010 - 12/21/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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