Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Alexander is a financial advisor currently associated with Raymond James Financial Services, Inc. in Latham, New York. Joshua has been in the securities industry since 2005 and has a broad range of experience with a focus on investments. Joshua has the Series 7, Series 63, and Series 65 licenses, and has held previous positions with TIMBER HILL LLC and GENERIC TRADING OF PHILADELPHIA, 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.
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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2
NY
07/19/2023 - Present
Raymond James Financial Services, Inc. (LATHAM NY)
CT
11/29/2006 - 02/23/2007
TIMBER HILL LLC (GREENWICH CT)
NY
04/13/2006 - 07/31/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
BC
Issued 06/05/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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