Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Haire is a financial advisor registered with Captrust, a large firm with over 700 investment advisor representatives. Joshua has been in the industry since 2008, and has experience working for several firms including LPL Financial LLC and CapFinancial Securities LLC. Joshua is registered to provide investment advice in 10 states, including Ohio, Texas, Arizona, Florida, Kansas, Kentucky, South Carolina, Virginia, and West Virginia. Joshua holds Series 66, Series 7, Series 6TO, and SIE licenses. Joshua specializes in providing financial planning, portfolio management, and pension consulting.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/25/2018 - Present
Captrust (West Chester Township OH)
OH
08/19/2013 - 12/31/2016
LPL FINANCIAL LLC (CINCINNATI OH)
IN
03/28/2008 - 10/06/2010
LPL FINANCIAL CORPORATION (CARMEL IN)
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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