Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Fein is a financial advisor with Private Advisor Group, LLC. Joshua Fein has been in the industry since 2009. Joshua Fein is registered to provide investment advice in California and New York. Joshua Fein has a Series 7, Series 24, Series 63, and Series 65 license. Joshua Fein also owns and operates BSF Advisors, a separate business that provides financial 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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/03/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
09/14/2012 - 11/08/2016
LPL FINANCIAL LLC (GREAT NECK NY)
NY
02/06/2012 - 10/12/2012
OBSIDIAN FINANCIAL GROUP, LLC (GREAT NECK NY)
NY
08/21/2009 - 02/14/2012
J.P. TURNER & COMPANY, L.L.C. (GREAT NECK NY)
NY
05/07/2009 - 08/24/2009
WALNUT STREET SECURITIES, INC. (ROSLYN NY)
IA
Issued 07/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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