Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bell is a registered representative with Citizens Securities, Inc. Joshua is a registered investment advisor in Pennsylvania, Florida, and South Carolina. Joshua has been in the securities industry since June 2013. Joshua has a Series 6, 7, 24, 63 and 65 license, as well as a SIE. Joshua has passed the General Securities Representative Examination, the General Securities Principal Examination, the Investment Company Products/Variable Contracts Representative Examination, the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Joshua specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Joshua is also a participant in the wrap fee program offered by Citizens Securities, Inc.
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.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/11/2023 - Present
Citizens Securities, Inc. (MONROEVILLE PA)
PA
05/01/2013 - 02/07/2022
CITIZENS SECURITIES, INC. (Pittsburgh PA)
IA
Issued 12/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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