Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Smith is a registered Investment Advisor Representative with SHP Wealth Management, LLC in Plymouth, MA. Joshua holds the Series 65 license and has been in the financial services industry since 2024. Joshua is registered in Massachusetts and focuses on providing financial planning, portfolio management, and other financial services to a wide range of clients, including individuals, businesses, charitable organizations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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MA
07/17/2024 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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