Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Richard Kosinski is a registered investment advisor representative associated with SHP Wealth Management, LLC. Joshua has been in the financial industry for over 10 years. Joshua is registered in Massachusetts and has passed the Series 65 exam. Joshua offers financial planning, pension consulting, educational seminars and portfolio management services. Joshua also provides a selection of other advisors service. Joshua has a history of working with a variety of clients including individuals, corporations, charities, and pension and profit sharing plans.
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.
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.
Selection of other advisers fees
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MA
07/14/2023 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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