Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dejohn is an investment advisor representative associated with Osaic Wealth, Inc. Joshua has been in the securities industry since 2002. Joshua is licensed to provide investment advice in California, Georgia, Michigan, New York, North Carolina, Utah and Vermont. Joshua Dejohn previously worked at Cambridge Investment Research, Inc. for 10 years. Joshua also previously worked at Ensemble Financial Services, Inc., Waterstone Financial Group, Inc., CitiCorp Investment Services and Sage, Rutty & Co., Inc..
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.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
NY
05/31/2011 - 07/09/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSFORD NY)
NY
08/17/2009 - 05/31/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
01/12/2006 - 08/17/2009
WATERSTONE FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
01/12/2004 - 11/23/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/13/2002 - 12/01/2003
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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