Unclaimed
Joshua Posante is a registered representative with J.P. Morgan Securities LLC. Joshua has been in the industry since December 5, 2018, and specializes in offering investment advice to individuals and businesses. Joshua has passed the Series 6TO and SIE exams, demonstrating his expertise in financial markets and investment products. Joshua currently works at the Beachwood, Ohio office of J.P. Morgan Securities LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
12/06/2018 - Present
J.p. Morgan Securities LLC (BEACHWOOD OH)
BC
Issued 12/06/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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