Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Stecker is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been in the industry since 2021 and holds several licenses, including Series 65, Series 66, and Series 7TO. Joshua is registered to provide investment advice in several states, including New Jersey, Texas, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Virginia. Joshua works with clients in a variety of industries, including corporations, high-net-worth individuals, and insurance companies. Joshua's past experience includes working with Equitable Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT LAUREL NJ)
PA
07/07/2021 - 08/12/2021
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joshua Stecker is the right advisor for you? Invested Better is here to help.
