Unclaimed
Joshua Judd is an active financial advisor with Park Avenue Securities LLC. He is a licensed financial advisor with a broad range of experience in the financial services industry. Joshua has passed both the Securities Industry Essentials Examination and the Operations Professional Examination (Series 99). Previously Joshua worked with Pershing LLC for over 10 years, where he gained significant experience in the financial services industry. Joshua is currently located at the Park Avenue Securities LLC office in New York, NY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
02/03/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
FL
07/23/2012 - 12/22/2022
PERSHING LLC (LAKE MARY FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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