Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua White is a registered representative with Janney Montgomery Scott LLC in Mansfield, Ohio. Joshua has been in the industry since March 2010, and holds the Series 66, SIE, and Series 7 licenses. Prior to joining Janney Montgomery Scott LLC, Joshua was employed by Wells Fargo Clearing Services, LLC and Edward Jones. Joshua has expertise in various financial planning and investment management services for individuals, businesses, corporations and pension and profit-sharing plans. Joshua is also the president of the Mount Vernon Athletic Boosters.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
07/10/2020 - Present
Janney Montgomery Scott LLC (MANSFIELD OH)
OH
10/18/2013 - 07/14/2020
WELLS FARGO CLEARING SERVICES, LLC (MANSFIELD OH)
OH
03/26/2010 - 10/22/2013
EDWARD JONES (BELLVILLE OH)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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