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Joshua Patrick Preiss

Merit Financial Advisors

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About Joshua Patrick Preiss

Joshua Preiss is a financial advisor with Merit Financial Advisors. Joshua has been in the industry since November 2016. Joshua has a Series 7 and Series 66 license. Joshua is also a Chartered Financial Analyst. Joshua specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Joshua also offers educational seminars. Joshua is registered with the state of Wisconsin.

Firm Information

Joshua Preiss is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Joshua Preiss’s Registration & Firm History

WI

08/25/2022 - Present

Merit Financial Advisors (Sheboygan Falls WI)

WI

08/22/2022 - 08/16/2024

LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)

WI

11/07/2017 - 08/23/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)

WI

11/09/2016 - 11/07/2017

VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)

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Licenses & Designations

BOTH

Issued 11/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Patrick Preiss.
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