Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Burnham is a financial professional with over 5 years of experience in the industry. Joshua is currently registered with MML Investors Services, LLC and has been with the firm since July 2020. Prior to this, Joshua was with Hornor, Townsend & Kent, LLC. Joshua is licensed in several states and holds multiple industry credentials including the Series 6TO, SIE, and Series 63. Joshua specializes in providing financial planning, portfolio management and investment services to a variety of clients including individuals, corporations, and pension plans. Joshua is dedicated to helping clients reach their financial goals and providing them with personalized advice.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
07/22/2020 - Present
MML Investors Services, LLC (BOSTON MA)
MA
04/11/2019 - 07/23/2020
HORNOR, TOWNSEND & KENT, LLC (WALTHAM MA)
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Burnham is the right advisor for you? Invested Better is here to help.
