Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Maly is an Investment Advisor Representative with MDRN Capital, LLC. Joshua has been in the financial services industry for over 16 years. Joshua specializes in financial planning, portfolio management for individuals, and selection of other advisors. Joshua has worked for several firms throughout the years, including Thrivent Investment Management Inc., LPL Financial LLC, and Edward Jones. Joshua is registered with the state of Ohio.
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.
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
OH
03/11/2024 - Present
Mdrn Capital (Findlay OH)
MI
05/08/2020 - 01/22/2021
THRIVENT INVESTMENT MANAGEMENT INC. (PLYMOUTH MI)
MI
09/20/2019 - 04/20/2020
LPL FINANCIAL LLC (WATERFORD MI)
MI
12/17/2018 - 09/27/2019
FIFTH THIRD SECURITIES, INC. (MARINE CITY MI)
MI
03/19/2018 - 12/12/2018
EDWARD JONES (ROCHESTER HILLS MI)
NY
07/14/2006 - 11/06/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MI
03/16/2006 - 07/06/2006
UBS FINANCIAL SERVICES INC. (ROCHESTER MI)
FL
03/27/2003 - 03/03/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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