Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Thomas Mccarthy is a financial professional with over 10 years of experience in the industry. Joshua is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. He is also a registered representative with NYLIFE Securities LLC. Prior to joining Eagle Strategies, Joshua was associated with Signator Investors, Inc. in Williamsville, New York. Joshua holds several licenses including Series 6, Series 7, Series 63, and Series 65. Joshua has earned the designation of Chartered Financial Consultant. Joshua specializes in financial planning, investment advisory, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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NY
11/02/2018 - Present
Eagle Strategies LLC (WILLIAMSVILLE NY)
NY
01/28/2013 - 10/01/2018
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
IA
Issued 8/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 1/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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