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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Evan Goldfarb is a financial advisor registered with Fidelity Personal and Workplace Advisors, based in Greenville, DE and Cherry Hill, NJ. Joshua has been in the financial services industry since 1999. He has a Series 63 license for Broker-Dealer registration, and Series 65 for Investment Advisor registration. Joshua has also passed the Series 7 and Series 31 exams for Broker-Dealer registration and the SIE exam for both Broker-Dealer and Investment Advisor registration. Joshua provides portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
1
2
DE
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
NJ
11/10/2011 - 12/15/2011
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
PA
09/14/2007 - 09/22/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
07/25/2002 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
02/19/1999 - 07/15/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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