Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Samuel Goldberg is a financial advisor who has been in the industry for over 7 years. Joshua is currently registered with The Colony Group, LLC and GYL Financial Synergies, LLC. Joshua is a Certified Financial Planner and has a Series 66, Series 7, and SIE. Joshua's previous experience includes working at AXA Advisors, LLC, Ryan Labs Asset Management, and Brandeis University. Joshua has a wide range of experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CT
11/01/2024 - Present
THE Colony Group, LLC (Westport CT)
NY
09/20/2017 - 08/16/2018
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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