Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Franklin is a financial advisor at Raymond James & Associates, Inc. Joshua has been in the financial industry since August 2016 and holds a Series 7 and Series 66 license. Joshua has experience with a variety of financial products and services, including investment management, financial planning, pension consulting, and educational seminars. Joshua also has experience working with high-net-worth individuals, corporations, and charitable organizations. Joshua is registered in 28 states and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
05/11/2023 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
08/25/2016 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
BOTH
Issued 11/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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