Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Crossman is a financial advisor at Dakota Wealth, LLC in Palm Beach Gardens, FL. Joshua has been working in the financial services industry for over 16 years. He is registered with the state of Florida as an Investment Advisor Representative. Joshua has experience working with individuals, corporations, and pooled investment vehicles. He also offers financial planning, pension consulting, selection of other advisors, and outsourcing investment advisory services for other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
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FL
08/22/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
FL
10/26/2015 - 04/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
10/06/2014 - 11/12/2015
BARCLAYS CAPITAL INC. (PALM BEACH FL)
FL
06/17/2014 - 10/10/2014
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
08/03/2010 - 05/22/2014
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
MA
02/01/2001 - 01/19/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
01/25/2001 - 01/19/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
04/03/1998 - 01/11/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/24/1996 - 10/16/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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