Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Phillip Goodman is a financial professional with over 2 years of experience in the securities industry. Joshua is a registered representative with Bancroft Capital, LLC and holds Series 7TO, 79TO, and 63 licenses. Joshua previously worked for Spartan Capital Securities, LLC in New York. Joshua provides financial planning and pension consulting services to individuals and businesses.
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.
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.
1
2
IL
03/20/2023 - Present
Bancroft Capital, LLC (Chicago IL)
NY
01/08/2021 - 04/14/2023
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
BC
Issued 02/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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