Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua L. Haggerty is a financial advisor with over 18 years of experience in the industry. Joshua is currently registered with Raymond James & Associates, Inc. in Virginia Beach, VA. Joshua is a Chartered Financial Analyst and holds Series 7, 7TO, 63, 65 and 66 licenses. Previously, Joshua was registered with SCOTT & STRINGFELLOW, LLC from 2005 to 2013. Joshua has a history of working at Truist Financial and has experience with financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/17/2023 - Present
Raymond James & Associates, Inc. (VIRGINIA BEACH VA)
VA
07/22/2005 - 01/16/2013
SCOTT & STRINGFELLOW, LLC (VIRGINIA BEACH VA)
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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