Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Slovin is an investment advisor representative with Ameriprise Financial Services, LLC. Joshua has been in the securities industry for over 10 years. Joshua has registrations in 6 states. Joshua has passed 3 FINRA exams, including the Series 6, Series 7 and Series 66 exams. Joshua has experience at Ameriprise Financial Services, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PEOPLE'S SECURITIES, INC. and NYLIFE SECURITIES LLC.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
RI
05/15/2024 - Present
Ameriprise Financial Services, LLC (Cranston RI)
RI
03/14/2022 - 05/23/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
MA
02/21/2018 - 02/14/2022
PEOPLE'S SECURITIES, INC. (WELLESLEY MA)
MA
11/18/2011 - 12/03/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 05/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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