Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Scherer is a financial advisor at Oppenheimer & Co. Inc., a well-established firm with over $1 billion in assets under management. Joshua has been in the industry since 1996, and is registered in 36 states for both securities and investment advisory services. Joshua has experience working with individuals, corporations, and various institutions, and has a strong understanding of various investment products and strategies. 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/24/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
MO
02/26/2001 - 06/03/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/07/1998 - 03/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/20/1996 - 08/25/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IA
Issued 06/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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