Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Harness is a registered representative with Oppenheimer & Co. Inc. Joshua has been in the securities industry for over 17 years. Before joining Oppenheimer & Co. Inc., Joshua was a financial advisor at B. Riley Wealth Management in Franklin, TN and before that at Ameriprise Financial Services, Inc. in Franklin, TN. Joshua holds a Series 7, Series 66 and SIE license and is registered in 20 states. Joshua specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
10/26/2022 - Present
Oppenheimer & Co. Inc. (NASHVILLE TN)
TN
04/14/2009 - 10/25/2022
B. RILEY WEALTH MANAGEMENT (Franklin TN)
TN
08/17/2005 - 04/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN TN)
MN
08/17/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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