Unclaimed
Joshua Hagemeyer is a financial advisor registered with J.P. Morgan Securities LLC. Joshua has been in the industry since 2020. Joshua has a Series 7TO, Series 63 and SIE license. Joshua is currently registered to offer securities in all states and territories of the United States. Joshua was previously registered with Fidelity Brokerage Services LLC. Joshua has specialized in providing financial advice to a diverse client base, including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Joshua has experience providing financial planning, pension consulting, selection of other advisors and portfolio management for both businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
UT
04/18/2024 - Present
J.p. Morgan Securities LLC (SANDY UT)
UT
07/10/2020 - 01/04/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 06/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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