Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Glenn Rothbard is an active broker-dealer and investment advisor representative with over 23 years of experience in the financial services industry. Joshua Glenn Rothbard is currently registered with LPL Financial LLC and Wealthcare Advisory Partners LLC. Joshua Glenn Rothbard has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/29/2019 - Present
LPL Financial LLC (HORSHAM PA)
PA
05/11/2012 - 05/06/2015
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
PA
08/10/2009 - 05/07/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
09/08/2004 - 08/11/2009
MML INVESTORS SERVICES, INC. (HORSHAM PA)
NY
03/30/2000 - 09/27/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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