Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Paul Friedlander is a financial advisor with Lion Street Advisors, LLC based in Austin, TX. Joshua has been in the financial industry since 2010 and holds a Series 6, 7, 63, and 65 license. Joshua provides financial planning and portfolio management services to individuals, businesses, and pension plans. Joshua is also the owner of ARISGARDE Risk Management LLC and ARISGARDE which provides insurance sales and operating management services respectively.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/22/2021 - Present
Lion Street Advisors, LLC (AUSTIN TX)
NY
09/29/2010 - 01/25/2021
MML INVESTORS SERVICES, LLC (SYOSSET NY)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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