Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Shneyderov is an investment advisor representative with Sapient Capital LLC in Indianapolis, Indiana. Joshua has over 18 years of experience in the financial services industry. Previously, Joshua was a registered representative with Stifel, Nicolaus & Company, Incorporated and LUMENT SECURITIES. Joshua is licensed to sell securities in Indiana. Joshua offers financial planning, selection of other advisers and portfolio management for individuals. The firm also offers other services such as family office services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
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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IN
04/12/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
06/17/2022 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
10/17/2019 - 06/10/2022
LUMENT SECURITIES (Carmel IN)
OH
08/07/2014 - 09/20/2019
HUTCHINSON, SHOCKEY, ERLEY & CO. (COLUMBUS OH)
IL
07/01/2010 - 06/23/2014
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IL
09/09/2004 - 07/17/2008
RBC CAPITAL MARKETS CORPORATION (CHICAGO IL)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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