Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Patrick Don is an Investment Advisor Representative with Concurrent Investment Advisors, LLC, based in Tampa, FL. Joshua has been in the financial services industry since May 2023. Joshua has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Joshua is registered with the state of Florida to provide investment advisory services. Joshua has a background in finance and has worked in various roles in the industry. Joshua specializes in providing financial planning, pension consulting and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
02/05/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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