Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rent is a financial advisor with over 20 years of experience in the industry. Joshua is currently registered with LPL Financial LLC and Northeast Planning Associates, Inc. and is licensed in multiple states including Maine, Texas, Connecticut, Florida, Indiana, Massachusetts, and New Hampshire. Joshua has a strong background in investment advisory services and offers a wide range of services to 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.
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
ME
05/09/2018 - Present
LPL Financial LLC (FALMOUTH ME)
ME
02/02/2011 - 05/09/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Falmouth ME)
ME
06/17/2009 - 01/21/2011
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND ME)
NJ
05/30/2007 - 07/29/2008
ALARIS TRADING PARTNERS, LLC (JERSEY CITY NJ)
NY
03/25/2004 - 05/24/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/17/2001 - 07/25/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
12/15/1999 - 07/25/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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