Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Andreasen is a financial advisor currently registered with Edelman Financial Engines. Joshua has been in the financial industry since 2012, having worked at various financial firms including Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C.. Joshua holds Series 6, 7, 63, and 66 licenses. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional. Joshua's specializations include retirement planning, education planning, estate planning, insurance planning, and college savings. Joshua is dedicated to helping clients achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
06/27/2024 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
IL
10/29/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (OAK BROOK IL)
MA
01/20/2012 - 05/30/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (CAMBRIDGE MA)
BOTH
Issued 05/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joshua Andreasen is the right advisor for you? Invested Better is here to help.
