Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Sternberg is a financial advisor who has been in the industry since November 24, 2019. Joshua is currently registered with Raymond James Financial Services Advisors, Inc. in Redding, California. Joshua has previously worked at CETERA INVESTMENT SERVICES LLC and Edward Jones. Joshua holds Series 66, Series 7TO and SIE licenses and is registered in Arizona, California, Colorado, Nevada, New Jersey, Ohio, Oregon, Virginia and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Redding CA)
CA
09/12/2022 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (REDDING CA)
CA
11/25/2019 - 09/15/2022
EDWARD JONES (ANDERSON CA)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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