Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Edelson is a financial advisor who has been in the industry since 1987. He is currently registered with LPL Financial LLC in both New Jersey and Colorado, as well as Texas. Joshua Edelson has a wide range of experience, having worked for several other firms, including Citigroup Global Markets Inc., Barclays Capital Inc., Lehman Brothers Inc., Nomura Securities International, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, First Albany Corporation, Mark Twain Brokerage Services, Inc., Drexel Burnham Lambert Government Securities Inc. and Drexel Burnham Lambert Incorporated. Joshua Edelson holds a Series 7, Series 9, Series 10, Series 23, Series 63 and Series 66 license.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
10/17/2024 - Present
LPL Financial LLC (POTTERSVILLE NJ)
NJ
03/31/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
09/22/2008 - 04/09/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/09/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/10/2000 - 12/17/2004
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NJ
06/11/1992 - 08/08/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/11/1991 - 06/05/1992
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
05/11/1990 - 06/14/1991
MARK TWAIN BROKERAGE SERVICES, INC.
NA
06/14/1989 - 01/01/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
12/17/1985 - 01/01/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2004
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 02/22/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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