Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Phuong Pham is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, Georgia. Joshua has been in the industry since 2011 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Joshua is a registered representative and investment advisor representative and is licensed in several states. Joshua's expertise includes portfolio management, investment planning, and retirement planning. Joshua is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/17/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
08/08/2013 - 01/07/2020
FIDELITY BROKERAGE SERVICES LLC (ALPHARETTA GA)
GA
09/06/2011 - 08/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/10/2011 - 09/02/2011
SUNTRUST INVESTMENT SERVICES, INC. (CHAMBLEE GA)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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