Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Yoskosky is a financial advisor registered with LPL Financial LLC. Joshua has been in the financial services industry since 2015, and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Joshua is licensed to provide investment advice and securities trading services in 40 states and the District of Columbia. Previously, Joshua worked with The Leaders Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua is a graduate of the University of Pittsburgh and has a background in finance.
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.
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.
Consulting and other non-discretionary advisory services
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
VA
11/25/2023 - Present
LPL Financial LLC (ARLINGTON VA)
PA
04/06/2018 - 04/10/2023
THE LEADERS GROUP, INC. (Pittsburgh PA)
PA
12/02/2016 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
MA
07/03/2015 - 11/28/2016
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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