Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dalafu is a financial advisor currently registered with Missionsquare Retirement. Joshua has been in the industry for over 4 years. Joshua is also registered with LPL Financial LLC, which is a registered broker-dealer and investment advisor. Joshua has a wide range of experience and is well-equipped to help individuals and businesses with their financial planning needs.
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.
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.
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DC
12/02/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
10/29/2021 - 05/01/2023
LPL FINANCIAL LLC (HUNTINGTON BEACH CA)
BC
Issued 02/09/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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