Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Geerts is a financial advisor with LPL Financial LLC, located in Grandville, Michigan. Joshua has been in the industry since September 2022. Joshua has also previously worked at Royal Alliance Associates, Inc. in Grandville, Michigan, and The Outdoorsmen Pro Shop in Jenison, Michigan. Joshua has licenses to provide investment advice in both Florida and Michigan and has passed the Series 66, Series 7TO, and SIE exams.
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.
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MI
04/26/2023 - Present
LPL Financial LLC (Grandville MI)
MI
09/13/2022 - 05/01/2023
ROYAL ALLIANCE ASSOCIATES, INC. (GRANDVILLE MI)
BOTH
Issued 12/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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