Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Jaffe is a financial professional with over 17 years of experience in the financial services industry. Joshua is registered with Ameriprise Financial Services, LLC and has previously held positions at J.P. MORGAN SECURITIES LLC and PFS INVESTMENTS INC.. Joshua is licensed in 22 states, including Arizona, California, Florida, Idaho, Indiana, Iowa, Kansas, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Joshua holds Series 6, 7, 63 and 66 securities licenses. Joshua has experience working with clients in various areas including financial planning, asset allocation services, pension consulting and portfolio management.
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.
Asset allocation services
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.
1
2
OH
06/26/2020 - Present
Ameriprise Financial Services, LLC (Newark OH)
OH
10/01/2012 - 07/07/2020
J.P. MORGAN SECURITIES LLC (JOHNSTOWN OH)
OH
11/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PATASKALA OH)
OH
05/12/2006 - 11/16/2010
PFS INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 01/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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