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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Roberds is an Investment Advisor Representative at Fairhaven Financial Advisory Corp. located in East Lansing, MI. Joshua has been in the industry since May 2017 and has 1 state exam, a Series 65. Joshua is registered in Michigan and has his Series 65 license. The firm has approximately $323,282,269 in assets under management. The firm is registered with the SEC as a state-registered investment advisor. Fairhaven Financial Advisory Corp. specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for pension and profit sharing plans.
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.
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.
Teaching class & seminar fees
1
2
MI
02/13/2019 - Present
Fairhaven Financial Advisory Corp. (EAST LANSING MI)
IA
Issued 01/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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