Unclaimed
Joshua Philip Zemsky is a registered representative with GWN Securities Inc., having joined the firm on January 5, 2018. Previously, Joshua held positions at MML INVESTORS SERVICES, LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Joshua is also a registered representative in Connecticut, Florida, New Jersey, and New York. Joshua specializes in providing financial planning and investment advice to individuals and businesses. Joshua also offers market timing services and assists clients in selecting 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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
NY
01/05/2018 - Present
GWN Securities Inc. (HAUPPAUGE NY)
NY
02/01/2016 - 12/22/2017
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
02/19/2014 - 01/13/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FARMINGDALE NY)
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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