Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weisenberg is an investment advisor representative with Amundi Asset Management US, Inc. based in Boston, Massachusetts. Joshua has been in the industry since March 31, 2023, and has a Series 7TO, SIE, and Series 66 license.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/01/2023 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
NY
08/08/2022 - 12/01/2022
GARY GOLDBERG & CO., LLC (LOCUST VALLEY NY)
BOTH
Issued 05/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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