Unclaimed
Joshua Fredendall is a registered representative with Westmount Partners, LLC. Joshua has been in the financial industry since January 2016. Joshua is currently registered with Westmount Partners, LLC in California, Colorado, Florida and Washington. Joshua has passed the Series 66 exam. Joshua has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Reliance Standard Life Insurance, Washington Baseball School, University of Washington, Bank of America, N.A., Steel Peak Wealth Management, LLC, and Westmount Partners, 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.
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.
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CA
09/18/2024 - Present
Westmount Partners, LLC (LOS ANGELES CA)
Active
Inactive
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