Years of Experience
5-20+ Years
CLARKSVILLE, MD
0 Disclosures
ADVISOR BIO
Joshua Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD. Joshua has been in the industry since 2018 and has experience with a variety of firms including TD Ameritrade, FSC Securities Corporation, and Purshe Kaplan Sterling Investments. Joshua has a Series 63, Series 65, and Series 7 license and the SIE certification. Joshua specializes in providing financial advice to high-net-worth individuals and other individuals. Joshua manages approximately $49,402,528 in client assets.
SPECIALIZATIONS
COLUMBIA, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Berry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been in the financial industry since 2009 and holds a Series 6, 7, 63, and 66 licenses as well as the SIE. Joshua specializes in providing financial advice to individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Joshua is registered to provide investment advice in Maryland and Texas.
SPECIALIZATIONS
BEL AIR, MD
13 Years Experience
1 Disclosures
ADVISOR BIO
Joshua Pratta is a financial advisor who has been in the industry since January 15, 2012. Joshua is currently registered with Truist Advisory Services, Inc. Previously, Joshua was registered with BB&T Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua holds Series 66, SIE, and Series 7 licenses. Joshua also holds the Certified Financial Planner designation.
SPECIALIZATIONS
EASTON, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Michael Offit is a registered representative with NC Securities, LLC, in Easton, MD. Joshua is a licensed Series 7 and Series 63 representative, as well as being SIE certified. He has been in the financial industry since July 12, 2015 and previously worked at Goldman Sachs & Co. LLC.
SPECIALIZATIONS
No specializations listed.
Nottingham, MD
6 Years Experience
1 Disclosures
ADVISOR BIO
Joshua Ernest is a registered representative with J.P. Morgan Securities LLC in Nottingham, MD. Joshua has been in the financial services industry since June 19, 2018 and is a registered investment advisor in Maryland and Texas. Joshua previously worked at Empower Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
Columbia, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Paul Weszka is a financial advisor with Commonwealth Financial Network. Joshua has been in the financial services industry since 2007. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). He is also licensed to sell insurance products.
SPECIALIZATIONS
ANNAPOLIS, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
Joshua James Mersfelder is a securities professional with over 10 years of experience in the financial services industry. Joshua is currently registered with Hasi Securities LLC in Annapolis, Maryland. He holds the Series 63, Series 79, and SIE licenses and is registered in California, Maryland and New York. Joshua's career began on June 2, 2011 and has included positions at Hasi Securities LLC.
SPECIALIZATIONS
No specializations listed.
OWINGS MILL, MD
13 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Swogger is an investment professional with over 10 years of experience in the industry. Joshua is currently registered with W&S Brokerage Services, Inc. and has expertise in providing investment advice to individuals. Joshua is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
BALTIMORE, MD
28 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Slater is an investment advisor representative registered with T. Rowe Price Associates, Inc. Joshua Slater has been in the industry since 1997. Joshua Slater is a licensed investment advisor representative in Maryland and is also registered in 51 other states. Joshua Slater specializes in providing investment advice and portfolio management services to individuals, businesses, and institutional clients.
SPECIALIZATIONS
HUNT VALLEY, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Helfand is a financial advisor registered with Morgan Stanley in HUNT VALLEY, MD. Joshua has been in the industry since 2024 and holds the Series 7TO and SIE licenses. Joshua's areas of expertise include investment clubs, insurance companies, investment companies, charitable organizations, and high-net-worth individuals. Joshua specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
SPECIALIZATIONS
