Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Markowitz is a registered representative with Osaic Wealth, Inc., a firm with over 43,000 clients and $94.5 billion in regulatory assets under management. Joshua is a Series 7 and Series 66 licensed representative, holding a current registration in Illinois and Texas. Joshua has been in the industry since 2005 and has experience with a variety of investment strategies and financial planning services. Joshua is also a registered investment advisor and is qualified to provide investment advice to individuals, businesses, and retirement plans. Joshua specializes in financial planning, portfolio management, and investment advice. He is also an owner of 1218 ABB, LLC, a legal entity and real estate rental business.
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.
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2
IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IN
10/19/2005 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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