Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Konen is a financial advisor with Purshe Kaplan Sterling Investments. Joshua has been in the financial services industry since 2014. Joshua holds the Series 7, Series 63 and SIE licenses. Joshua is registered to offer securities in Washington and Wisconsin.
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.
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.
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NY
08/16/2024 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
WI
06/09/2023 - 08/16/2024
LPL FINANCIAL LLC (WEST BEND WI)
WI
01/01/2015 - 06/13/2023
WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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