Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Sosland is a financial advisor who has been in the industry since 2010. Joshua is currently registered with Fifth Third Securities, Inc., and holds Series 7, Series 63, SIE and Series 79TO licenses. Joshua was previously employed by PNC Capital Markets LLC in Chicago, Illinois. Joshua focuses on providing financial planning, selection of other advisers, and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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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2
IL
06/05/2018 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
IL
02/02/2010 - 05/02/2018
PNC CAPITAL MARKETS LLC (CHICAGO IL)
BC
Issued 03/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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