Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kantor is a financial advisor at Edward Jones. Joshua has over 20 years of experience in the financial services industry, and has been registered with FINRA since 2001. Joshua has held several roles at other firms before joining Edward Jones. In addition to being a registered representative, Joshua is also a registered investment advisor. Joshua has a Series 6, Series 7, Series 63, and Series 65 license. Joshua provides financial planning, portfolio management, and other investment advisory services to a range of clients, including individuals, families, businesses, and institutions.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
04/03/2023 - Present
Edward Jones (BYRON CENTER MI)
MD
07/20/2021 - 02/07/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
TX
09/10/2014 - 06/04/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NJ
10/29/2007 - 09/04/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
10/21/2005 - 09/27/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
01/17/2003 - 10/17/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
07/05/2001 - 01/28/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 05/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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