Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Halpern is a financial advisor with over 24 years of experience in the industry. Joshua is registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Joshua has been a Registered Representative since June 1998. He has experience with a variety of financial products and services, including investment advisory services, financial planning, pension consulting, and insurance. Joshua is dedicated to helping clients reach their financial goals.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
03/08/2016 - Present
Raymond James Financial Services Advisors, Inc. (ROCKVILLE MD)
MD
06/10/1998 - 02/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)
MN
06/10/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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