Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Gideon Herschberg is a financial advisor with Missionsquare Retirement, an investment firm based in Washington, DC. Joshua has been in the industry since 1997, and has held positions at a number of firms including Wells Fargo Clearing Services, LLC, Mutual of America Securities LLC, and Hornor, Townsend & Kent, LLC. Joshua is registered with the state of Florida as both a broker-dealer and investment advisor. Joshua specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
05/02/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
FL
07/21/2021 - 04/07/2022
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
01/21/2020 - 04/20/2021
MUTUAL OF AMERICA SECURITIES LLC (Boca Raton FL)
FL
01/21/2020 - 11/10/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Boca Raton FL)
FL
07/03/2019 - 01/03/2020
HORNOR, TOWNSEND & KENT, LLC (BOCA RATON FL)
FL
02/08/2016 - 11/01/2018
PNC INVESTMENTS (BOCA RATON FL)
FL
10/08/2015 - 10/15/2015
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
FL
02/09/2015 - 02/10/2015
NEWBRIDGE SECURITIES CORPORATION (CORAL SPRINGS FL)
FL
02/12/2013 - 01/20/2015
HSBC SECURITIES (USA) INC. (BOCA RATON FL)
FL
07/30/2010 - 08/03/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
03/20/2007 - 08/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
FL
01/01/2005 - 11/28/2006
HSBC SECURITIES (USA) INC. (BOCA RATON FL)
NY
06/19/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/21/1997 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MA
05/21/1997 - 10/22/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/21/1997 - 05/14/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/21/1997 - 05/14/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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