Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Palmer is a registered representative of Cadaret, Grant & Co., Inc. and has been in the industry since August 14, 2006. Joshua holds the Series 6 and SIE licenses. Joshua has been registered in 14 states, including New York, Alabama, California, Colorado, Florida, Maine, Maryland, Massachusetts, North Carolina, Oregon, Pennsylvania, Rhode Island, Virginia, and West Virginia. In addition to working at Cadaret, Grant & Co., Inc., Joshua is also involved in several other businesses, including Swan & Sons-Morss Co, Inc., a company where Joshua works as an insurance agent, and The Dunn Group, where Joshua has a role as an owner.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (ELMIRA NY)
NY
08/14/2006 - 10/01/2012
FSC SECURITIES CORPORATION (ELMIRA NY)
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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