Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Chase is a financial advisor at Osaic Wealth, Inc., with over 20 years of experience in the financial services industry. Joshua has held prior positions at SAGEPOINT FINANCIAL, INC., VALMARK SECURITIES, INC., PROEQUITIES, INC., and FORUM FUND SERVICES, LLC. Joshua holds a Series 6, Series 7, and Series 66 license, and has achieved the designation of Certified Financial Planner. Joshua is committed to providing financial advice and retirement planning services to individuals, families, and businesses.
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.
1
2
ME
09/01/2023 - Present
Osaic Wealth, Inc. (PORTLAND ME)
ME
08/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PORTLAND ME)
ME
07/30/2012 - 08/18/2020
VALMARK SECURITIES, INC. (FALMOUTH ME)
ME
11/24/2004 - 08/01/2012
PROEQUITIES, INC. (PORTLAND ME)
ME
07/26/2000 - 01/06/2004
FORUM FUND SERVICES, LLC (PORTLAND ME)
BOTH
Issued 05/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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