Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kopec is a financial advisor with over 12 years of experience in the industry. Joshua is currently registered with Global Retirement Partners LLC and has been with the firm since September 2016. Joshua has also held previous positions with Wayne Hummer Investments LLC, Sagepoint Financial, Inc., Next Financial Group, Inc., and New England Securities. Joshua is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Joshua specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Joshua is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
1
2
IL
09/26/2016 - Present
Global Retirement Partners LLC (Lisle IL)
IL
09/15/2015 - 08/31/2016
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
08/24/2012 - 09/16/2015
SAGEPOINT FINANCIAL, INC. (DES PLAINES IL)
IL
03/01/2012 - 08/28/2012
NEXT FINANCIAL GROUP, INC. (CRYSTAL LAKE IL)
IL
01/12/2011 - 03/13/2012
NEW ENGLAND SECURITIES (SCHAUMBURG IL)
BOTH
Issued 02/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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