Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Steiner is an Investment Advisor Representative at Hedgeye Risk Management, LLC. Joshua is registered with the state of Connecticut. Joshua has been in the industry since 2001. Joshua has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Research Analyst Exam - Part II Regulations Module and the General Securities Representative Examination. Joshua was previously employed at Lehman Brothers Inc.
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.
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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.
Custom negotiated fees
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2
CT
01/10/2017 - Present
Hedgeye Risk Management, LLC (STAMFORD CT)
NY
09/10/2001 - 02/23/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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