Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Reider is a financial advisor with over 17 years of experience in the financial services industry. Joshua is currently registered with Cambridge Investment Research Advisors, Inc. Joshua's previous experience includes roles with FSC Securities Corporation, OneAmerica Securities, Inc., Banc of America Investment Services, Inc., Citigroup Global Markets Inc., Citadel Derivatives Group LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Joshua holds Series 63 and Series 66 licenses and has passed the Series 7 and SIE exams.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Roseville CA)
CA
08/05/2013 - 10/11/2019
FSC SECURITIES CORPORATION (SACRAMENTO CA)
CA
05/05/2009 - 08/22/2013
ONEAMERICA SECURITIES, INC. (ROSEVILLE CA)
CA
06/09/2008 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)
CA
03/22/2007 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
FL
08/17/2005 - 11/15/2006
CITADEL DERIVATIVES GROUP LLC (MIAMI FL)
MN
09/18/1997 - 09/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1997 - 09/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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