Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weinstein is a financial advisor with Independent Financial Partners, where he has been working since November 2019. Joshua is a CERTIFIED FINANCIAL PLANNER™ professional. Before joining Independent Financial Partners, Joshua Weinstein worked at Securities America, Inc. from April 2017 to November 2019. Joshua Weinstein is registered to provide investment advice in 16 states. Joshua has also been in the financial services industry since October 2012.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
OH
01/03/2022 - Present
Independent Financial Partners (Middletown OH)
OH
06/26/2017 - 11/14/2019
SECURITIES AMERICA, INC. (MIDDLETOWN OH)
CO
05/14/2007 - 01/28/2010
CHASE INVESTMENT SERVICES CORP. (WESTMINSTER CO)
CO
04/04/2005 - 03/27/2007
U.S. BANCORP INVESTMENTS, INC. (LONGMONT CO)
BC
Issued 11/03/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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