Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Totten is a registered representative with Samuel A. Ramirez & Company, Inc. and has been in the financial services industry for a little over a year. Joshua's experience includes a previous role at Citigroup Global Markets Inc. Joshua holds the Series 63, 52TO, 79TO and SIE exams and is registered in New York.
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.
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.
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NY
04/09/2024 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
08/28/2023 - 04/25/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/28/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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