Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Marriott is a financial advisor who has been in the industry since 2013. Joshua is currently registered with Hightower Advisors, LLC and previously worked at LINCOLN FINANCIAL ADVISORS CORPORATION. Joshua is registered with the state of New York and holds the Series 7 and 63 licenses as well as the SIE exam. Joshua holds the Certified Financial Planner designation and specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
09/18/2022 - Present
Hightower Advisors, LLC (Rye Brook NY)
NY
07/02/2013 - 12/31/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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