Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Robert Barg is a registered investment advisor representative with B. Riley Wealth Advisors, Inc., with a focus on providing comprehensive financial planning and portfolio management services to individuals, businesses, and institutions. Joshua has over 26 years of experience in the financial services industry, having previously worked with National Securities Corporation and Aegis Capital Corp. Joshua has a broad range of experience and holds various licenses and certifications. Joshua is committed to helping clients achieve their financial goals and provides personalized investment strategies tailored to each client's unique needs and objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
10/21/2021 - Present
B. Riley Wealth Advisors, Inc. (RIDGEWOOD NJ)
NJ
03/16/2009 - 07/22/2022
NATIONAL SECURITIES CORPORATION (RIDGEWOOD NJ)
NY
08/17/2006 - 04/13/2009
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
08/27/2002 - 08/30/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/27/1997 - 08/30/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
NY
12/21/1996 - 08/25/1997
VTR CAPITAL, INC. (NEW YORK NY)
NY
08/28/1995 - 11/15/1996
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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