Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua G. Parker is a financial advisor registered with Rockefeller Financial LLC. Joshua has been in the financial industry since 2001 and is licensed to provide financial services in 35 states. Joshua is a highly experienced advisor with extensive experience in managing investments for individuals, corporations, and charitable organizations. Joshua specializes in portfolio management and financial planning and is committed to providing personalized financial advice to his clients.
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.
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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GA
07/11/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
VT
12/05/2008 - 07/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON VT)
VT
04/02/2007 - 12/26/2008
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
VT
01/01/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BURLINGTON VT)
BOTH
Issued 02/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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