Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rittenhouse Fretz is a financial advisor with over 18 years of experience in the financial services industry. Joshua currently works at LPL Financial LLC and has been registered with the firm since December 2016. Joshua is also registered with the state of Texas. Previously, Joshua has worked at several other firms including BB&T Investment Services, Inc., Triad Advisors, Inc., and RE Investment Corporation. Joshua holds the Series 66, Series 7 and SIE licenses. Joshua is also a Certified Financial Planner. Joshua is a licensed financial advisor in 26 states. Joshua specializes in offering consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
MD
06/22/2018 - Present
LPL Financial LLC (FORT MEADE MD)
VA
04/14/2014 - 03/20/2015
BB&T INVESTMENT SERVICES, INC. (ARLINGTON VA)
MD
09/17/2013 - 02/25/2014
TRIAD ADVISORS, INC. (MAPLE LAWN MD)
VA
03/01/2011 - 09/11/2013
RE INVESTMENT CORPORATION (ARLINGTON VA)
MD
09/07/2010 - 02/07/2011
BROKER DEALER FINANCIAL SERVICES CORP. (MILLERSVILLE MD)
VA
04/26/2010 - 09/09/2010
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
09/07/2005 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MN
08/28/2003 - 09/01/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/28/2003 - 09/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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