Unclaimed
Joshua Flenniken is a financial professional with Cleveland Research Co. LLC. Joshua is licensed to provide investment advice and has a Series 63, Series 86, Series 87, Series 7TO, and SIE licenses. Joshua has been in the industry for over 1 year.
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.
Equity research reports
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.
Subscription fees for research reports
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2
OH
12/06/2022 - Present
Cleveland Research Co. LLC (CLEVELAND OH)
BC
Issued 01/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/24/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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