Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Peteet is an investment advisor representative associated with Bradley Foster & Sargent Inc.. Joshua is licensed in Connecticut and Massachusetts. Joshua has been working in the industry since at least May 2013. Joshua specializes in providing financial planning, educational seminars, and portfolio management services. Joshua has a Series 65 license and has been registered as an investment advisor representative in Connecticut since December 2015 and in Massachusetts since February 2016.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CT
02/10/2016 - Present
Bradley Foster & Sargent Inc. (HARTFORD CT)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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