Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Israel Berdet is a financial advisor with Cerity Partners LLC in NEW YORK, NY. Joshua has been in the industry for over 10 years. Joshua is registered with FINRA and the state of Florida. Joshua has passed the Series 6, 7, 66, and SIE exams. Joshua has a background in financial planning, portfolio management, and pension consulting. Joshua has worked at Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Signator Investors, Inc. Joshua is a Certified Financial Planner.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/15/2021 - Present
Cerity Partners LLC (NEW YORK NY)
FL
04/01/2015 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
10/17/2014 - 02/20/2015
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
FL
09/16/2013 - 04/30/2014
SIGNATOR INVESTORS, INC. (JACKSONVILLE FL)
BOTH
Issued 12/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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