Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Beitel is a financial advisor with over 12 years of experience in the industry. Joshua is currently registered with Signature Equity Partners, LLC, a Registered Investment Advisor with offices in Traverse City, MI and Columbus, OH. Previously, Joshua has worked with firms like Cambridge Investment Research, Inc., Cetera Investment Services LLC, Fifth Third Securities, Inc., LPL Financial LLC, FirstMerit Financial Services, Inc, and Pruco Securities, LLC. Joshua provides financial planning, portfolio management, and retirement plan consulting services to individual and high net worth clients. Joshua holds the Series 6, 7, and 66 securities licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services
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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MI
10/25/2024 - Present
Signature Equity Partners, LLC (Traverse City MI)
MI
05/15/2018 - 09/13/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Traverse City MI)
MI
07/30/2015 - 06/04/2018
CETERA INVESTMENT SERVICES LLC (Traverse City MI)
MI
01/27/2014 - 07/13/2015
FIFTH THIRD SECURITIES, INC. (TRAVERSE CITY MI)
OH
09/18/2013 - 02/03/2014
LPL FINANCIAL LLC (POWELL OH)
OH
11/16/2011 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (POWELL OH)
OH
04/28/2011 - 06/07/2011
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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