Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dyer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Chandler, AZ. Joshua has been in the industry since 2008 and holds licenses in 53 states. Joshua provides investment advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Joshua also provides advisory services to clients.
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
AZ
01/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
12/03/2018 - 10/18/2022
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
10/20/2014 - 11/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (FOUNTAIN HILLS AZ)
AZ
11/07/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHANDLER AZ)
WI
06/18/2008 - 10/29/2008
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2008
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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