Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD. Joshua has been in the industry since 2018 and has experience with a variety of firms including TD Ameritrade, FSC Securities Corporation, and Purshe Kaplan Sterling Investments. Joshua has a Series 63, Series 65, and Series 7 license and the SIE certification. Joshua specializes in providing financial advice to high-net-worth individuals and other individuals. Joshua manages approximately $49,402,528 in client assets.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
01/14/2022 - Present
Malnik Wealth Management, LLC (CLARKSVILLE MD)
NY
03/14/2022 - 07/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
12/03/2018 - 09/21/2021
TD AMERITRADE, INC. (Southlake TX)
MD
04/17/2018 - 10/30/2018
FSC SECURITIES CORPORATION (CLARKSVILLE MD)
IA
Issued 01/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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