Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Fischel Schwartz is a financial advisor with over 30 years of experience. Joshua is registered with the state of Illinois as an Investment Advisor Representative. Joshua currently works for Retirement Plan Advisors, LLC, a firm with a strong track record of providing financial advice and asset management services to individuals, businesses, and institutions. Joshua holds multiple licenses and designations, including Series 6, Series 63, Series 26, and Series 65. Joshua is dedicated to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/17/2002 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
OH
04/06/1989 - 02/25/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
09/09/1987 - 05/02/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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