Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lontoc is a financial advisor with Equitable Advisors, LLC. Joshua is registered with the state of Ohio and Indiana. Joshua has experience in the financial services industry and has previously worked for Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Joshua offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Joshua is committed to helping clients achieve their financial goals.
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.
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.
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2
OH
05/30/2024 - Present
Equitable Advisors, LLC (CLEVELAND OH)
OH
08/18/2023 - 02/02/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Seven Hills OH)
OH
05/20/2022 - 02/15/2023
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
BOTH
Issued 11/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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