Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Marvin is a financial advisor at LPL Financial LLC. Joshua has been in the financial services industry since 2012. Joshua is registered to offer investment advice in multiple states including Ohio, Michigan, Indiana, Florida, North Carolina, Arizona, and Pennsylvania. Joshua is also registered with FINRA and the SEC. Joshua has passed the Series 6, 7, 63, and 65 exams. Joshua offers investment advice for individuals, businesses, and high-net-worth individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
01/04/2021 - Present
LPL Financial LLC (ELYRIA OH)
OH
05/22/2019 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (AVON LAKE OH)
OH
08/28/2015 - 04/29/2019
CITIZENS SECURITIES, INC. (BROADVIEW HEIGHTS OH)
MI
10/01/2012 - 07/29/2015
J.P. MORGAN SECURITIES LLC (BROWNSTOWN TWP MI)
MI
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROWNSTOWN TWP MI)
IA
Issued 12/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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