Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dupre is a financial advisor who works at Janney Montgomery Scott LLC. Joshua is a Certified Financial Planner and has been in the industry since 2021. Joshua is registered with FINRA and holds Series 7, 66, and SIE licenses. Joshua serves individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Joshua's firm, Janney Montgomery Scott LLC, is a full-service investment firm that provides a wide range of financial services, including investment management, financial planning, and retirement planning.
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
PA
04/21/2021 - Present
Janney Montgomery Scott LLC (BERWYN (Valley Forge) PA)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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