Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ritz is a financial advisor with LPL Financial LLC in Churchville, Maryland. Joshua has been working in the financial services industry since October 7, 2000. Joshua has a wide range of experience, having worked with various firms including Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, BB&T Investment Services, Inc., Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Joshua holds several licenses and certifications, including Series 66, Series 10, Series 9, SIE, Series 31, and Series 7. Joshua is registered to provide investment advice in Maryland and South Carolina. Joshua specializes in providing investment advice and financial planning services to individuals, families, businesses, and retirement 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.
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
MD
09/09/2022 - Present
LPL Financial LLC (Churchville MD)
MD
05/27/2022 - 08/12/2022
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (BALTIMORE MD)
MD
12/06/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BALTIMORE MD)
MD
01/03/2011 - 12/15/2021
WELLS FARGO CLEARING SERVICES, LLC (ANNAPOLIS MD)
MD
02/17/2010 - 12/17/2010
BB&T INVESTMENT SERVICES, INC. (PIKESVILLE MD)
MD
04/16/2003 - 02/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
NY
07/29/1999 - 03/24/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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