Unclaimed
Joshua Fremed is a financial professional with over 17 years of experience in the industry. Joshua is currently registered with Access Securities, LLC and holds a Series 7, Series 24, Series 31 and Series 66 licenses. Joshua has previously held positions at FORESIDE FUND SERVICES, LLC, GUGGENHEIM INVESTOR SERVICES, LLC, GUGGENHEIM SECURITIES, LLC, MORGAN STANLEY DISTRIBUTION, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., and MORGAN STANLEY DW INC.. Joshua specializes in providing financial advice and services to clients in Connecticut.
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
CT
03/25/2024 - Present
Access Securities, LLC (STAMFORD CT)
NY
07/01/2016 - 12/31/2019
FORESIDE FUND SERVICES, LLC (New York NY)
NY
03/20/2014 - 04/08/2015
GUGGENHEIM INVESTOR SERVICES, LLC (NEW YORK NY)
NY
06/16/2011 - 04/12/2012
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
CT
05/07/2008 - 03/14/2011
MORGAN STANLEY DISTRIBUTION, INC. (GREENWICH CT)
NY
12/14/2005 - 04/23/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (NEW YORK NY)
NY
09/05/2005 - 11/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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