Unclaimed
Joshua Altschuler is a financial professional with over 20 years of experience in the industry. He is currently registered with Guggenheim Securities, LLC, and is a Series 7 and 24 licensed professional. Joshua Altschuler has previously held positions at Susquehanna Financial Group, LLLP, Pali Capital, Inc., Wachovia Capital Markets, LLC, and Wachovia Securities, LLC.
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.
1
2
MA
01/02/2020 - Present
Guggenheim Securities, LLC (BOSTON MA)
MA
03/10/2010 - 01/08/2020
SUSQUEHANNA FINANCIAL GROUP, LLLP (BOSTON MA)
MA
01/28/2009 - 05/03/2010
PALI CAPITAL, INC. (BOSTON MA)
NC
07/01/2003 - 12/03/2008
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
04/23/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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