Years of Experience
5-20+ Years
EASTON, MD
10 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.
Churchville, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Ritz is a financial advisor with LPL Financial LLC in Churchville, Maryland. Joshua has been working in the financial services industry since October 7, 2000. Joshua has a wide range of experience, having worked with various firms including Steward Partners Investment Solutions, LLC, Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, BB&T Investment Services, Inc., Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Joshua holds several licenses and certifications, including Series 66, Series 10, Series 9, SIE, Series 31, and Series 7. Joshua is registered to provide investment advice in Maryland and South Carolina. Joshua specializes in providing investment advice and financial planning services to individuals, families, businesses, and retirement plans.
SPECIALIZATIONS
Hunt Valley, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Austin Scheinker is a financial advisor with Janney Montgomery Scott LLC. Joshua has been in the industry since 1998 and has over 25 years of experience. Joshua is registered to provide investment advice in several states including California, Colorado, Maryland, and Texas. Joshua also holds the Series 66, Series 7, and SIE licenses.
SPECIALIZATIONS
ROCKVILLE, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Halpern is a financial advisor with over 24 years of experience in the industry. Joshua is registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 24, 63, and 65 licenses. He is also a Certified Financial Planner. Joshua has been a Registered Representative since June 1998. He has experience with a variety of financial products and services, including investment advisory services, financial planning, pension consulting, and insurance. Joshua is dedicated to helping clients reach their financial goals.
SPECIALIZATIONS
OWINGS MILLS, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Zuvich is a registered representative with State Farm VP Management Corp. Joshua has been in the industry since February 18, 2016, and holds a Series 63 and Series 6 license. Joshua is registered in Pennsylvania. Joshua is a registered representative of State Farm VP Management Corp. State Farm VP Management Corp. is a broker-dealer and investment advisor that provides financial services to individuals and families.
SPECIALIZATIONS
No specializations listed.
OWINGS MILLS, MD
2 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Vlna is a financial advisor with T. Rowe Price Investment Services, Inc. Joshua is licensed to provide financial advice in 53 states and is registered with FINRA and the SEC. Joshua is a Series 7, 63 and 66 licensed advisor. Joshua has been in the industry since 2023.
SPECIALIZATIONS
No specializations listed.
TOWSON, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Campbell is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been in the securities industry for over 2 years. Joshua is licensed to provide investment advice in Maryland, Texas and 51 other states. Joshua has passed the Series 66, Series 7TO, and SIE exams. Joshua is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Joshua has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Joshua specializes in providing investment advice, financial planning, and portfolio management services.
SPECIALIZATIONS
COLUMBIA, MD
0 Disclosures
ADVISOR BIO
Joshua Martin Sacks is a Certified Financial Planner™ and an Investment Advisor Representative with Lowe Wealth Advisors, LLC. Joshua has been with Lowe Wealth Advisors, LLC since August 2016 and has been in the financial services industry since April 2014. Joshua provides financial planning and portfolio management services to individuals and families. Joshua is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in Maryland and Texas.
SPECIALIZATIONS
Aberdeen , MD
21 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Howard Mesh is a financial advisor who has been in the industry since 2004. Joshua is currently registered with State Farm VP Management Corp. and holds Series 6, Series 63, and SIE licenses. Joshua has experience with Horace Mann Investors Inc and has a strong track record in the financial services industry.
SPECIALIZATIONS
No specializations listed.
OWINGS MILLS, MD
25 Years Experience
0 Disclosures
ADVISOR BIO
Joshua Alan Cramer is an investment advisor representative at Osaic Wealth, Inc. Joshua has been in the industry since 2000. Joshua has a Series 7, Series 66 and SIE licenses and has experience in securities, insurance, and financial planning. Joshua is registered in Colorado, Connecticut, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, Pennsylvania, and Virginia.
SPECIALIZATIONS
