Joshua Probeyahn, financial advisor Long Beach NY

Joshua Probeyahn

CRD Number: 4495749
Current Firm: Cetera Investment Advisers LLC

Joshua Probeyahn (CRD# 4495749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Long Beach, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Servics LLC St Cloud, MN Jun 2019 - Current 4
Cetera Investment Advisers LLC Long Beach, NY Jun 2019 - Current 4
Foresters Advisory Services LLC New York, NY Dec 2013 - Jun 2019 5
Foresters Financial New York, NY Dec 2003 - Jun 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joshua H. Probeyahn
Phone Number: 310-257-7880
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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