Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua William Buckman is a registered Investment Advisor Representative with E. S. Barr & Co. in Lexington, Kentucky. Joshua is a Series 65 and Series 63 license holder and holds the SIE and Series 7 exams. Joshua has been in the industry since April 2019. Prior to E. S. Barr & Co., Joshua was employed by Deutsche Bank Securities Inc. and MJX Asset Management LLC. Joshua primarily works with corporations, high-net-worth individuals, and charitable organizations. Joshua also manages portfolios for pooled investment vehicles.
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.
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.
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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KY
09/20/2019 - Present
E. S. Barr & Co. (LEXINGTON KY)
NY
04/03/2018 - 03/22/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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