Unclaimed
Joshua Barney is a financial advisor with State Farm VP Management Corp. Joshua has been in the industry since 1999. Joshua is registered in New York and Vermont. His office is located in Saint Albans, VT. He has a Series 7, Series 63, Series 66, and SIE licenses. Prior to joining State Farm VP Management Corp., Joshua worked at Edward Jones, Hartford Equity Sales Company Inc., and Allstate Financial Services, LLC.
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.
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.
1
2
VT
04/02/2012 - Present
State Farm VP Management Corp. (SAINT ALBANS VT)
VT
08/24/2009 - 03/17/2010
EDWARD JONES (NEW HAVEN VT)
NY
11/01/2006 - 07/21/2009
HARTFORD EQUITY SALES COMPANY INC. (ALBANY NY)
NY
08/11/2003 - 10/04/2006
ALLSTATE FINANCIAL SERVICES, LLC (LIVERPOOL NY)
MO
05/04/1999 - 06/03/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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