Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Post is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors and $824.99 billion in regulatory assets under management. Joshua is a registered representative with the firm and holds several licenses and designations including Series 7, Series 63, Series 66, and is a Chartered Financial Consultant. Joshua has over 5 years of experience in the financial services industry, working with individuals and families to help them achieve their financial goals. Joshua specializes in investment management, financial planning, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/17/2022 - Present
Edward Jones (Salem OH)
OH
02/07/2019 - 09/10/2021
W&S BROKERAGE SERVICES, INC. (YOUNGSTOWN OH)
OH
06/02/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (BOARDMAN OH)
OH
08/22/2016 - 04/12/2017
J.P. MORGAN SECURITIES LLC (LOUISVILLE OH)
OH
01/25/2016 - 07/21/2016
W&S BROKERAGE SERVICES, INC. (SALEM OH)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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