Joshua Feldschneider (CRD# 6606311) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pine Valley Investments | Cherry Hill, NJ | Oct 2018 - Current | 5 |
| Pine Valley Investments | Cherry Hill, NJ | Oct 2018 - Current | 5 |
| Bank Of America, N.a. | Mount Laurel, NJ | May 2016 - Current | 8 |
| Merrill Lynch | Mount Laurel, NJ | Jan 2016 - Oct 2018 | 2 |
| Pro's Pro LLC | Delran, NJ | Jan 2005 - Jan 2016 | 11 |
| Titleist Golf Company | Moorestown, NJ | Jul 2014 - Dec 2015 | 1 |
| Callaway Golf Sales Company | West Palm Beach, FL | Mar 2013 - Nov 2014 | 1 |
| Boca West Country Club | Boca Raton, FL | Oct 2013 - Jun 2014 | < 1 |
| Lynn University | Boca Raton, FL | Sep 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- NJ
-
Total Assets Under Management1,743MILLIONS
-
Total Number of Accounts4,147ACCOUNTS
-
Average Account Value$420,185
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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