Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Gilbert is a financial advisor with Brighton Securities Corp. based in Rochester, New York. Joshua has been in the industry since November 5, 2016, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Joshua has a variety of experience with previous roles at Wells Fargo Clearing Services, LLC and MML Investors Services, LLC. Joshua has passed a number of industry exams, including the Series 6, Series 7, Series 63, Series 66, and Series 24 exams. He is also a registered investment advisor (IA) in New York and Florida. Joshua specializes in providing financial planning, portfolio management for individuals and businesses, and selection of 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/26/2021 - Present
Brighton Securities Corp. (ROCHESTER NY)
NY
08/28/2017 - 08/07/2020
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
02/08/2016 - 07/19/2017
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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