Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Delong is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. with an active registration in Idaho and Texas. Joshua has been active in the industry since 2001. Previous experience includes Wedbush Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Joshua has a wide range of experience working with a diverse clientele including individuals, high-net-worth individuals, businesses, corporations, trusts, estates, pension plans, charitable organizations and others. Stifel, Nicolaus & Company, Inc. provides financial planning, portfolio management, and other investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
04/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
ID
02/08/2008 - 04/09/2014
WEDBUSH SECURITIES INC. (BOISE ID)
ID
11/01/2004 - 02/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
NY
08/26/2003 - 11/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
07/28/2003 - 09/05/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
05/01/2003 - 06/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
10/01/2002 - 05/06/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
07/30/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 09/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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