Unclaimed
Joshua Edwards is a financial advisor with Hennion & Walsh Asset Management, Inc., with over 20 years of experience in the industry. Joshua Edwards has Series 7, 63, and 65 licenses and has passed the SIE exam. Joshua Edwards is registered in 32 states, including New Jersey where he is also registered as an Investment Advisor Representative. Joshua Edwards is licensed to advise on individual clients, high-net-worth individuals, corporations, charitable organizations, and pension plans. The primary firm for Joshua Edwards is Hennion & Walsh Asset Management, Inc. which has been in business for 70 years and has offices in 13 states and manages over $470 million in assets.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/08/2008 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
IA
Issued 02/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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