Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Sands is a registered representative and investment advisor representative. Joshua has been working in the financial services industry since 2008. Joshua is currently registered with Highpoint Planning Partners. Joshua is also registered with the state of Florida as an investment advisor representative. Prior to working at Highpoint Planning Partners, Joshua worked at New England Securities.
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.
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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IL
01/05/2022 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
01/01/2009 - 09/12/2013
NEW ENGLAND SECURITIES (NORTHBROOK IL)
BOTH
Issued 01/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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