Joshua Haddad (CRD# 7083729) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newfoundland, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 5241462
Ubs Financial Services Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Oct 2019 - Current | 5 |
Thrivent Investment Management Inc. | New Foundland, NJ | Jun 2019 - Current | 5 |
Thrivent Financial | Appleton, WI | Jun 2019 - Oct 2019 | < 1 |
Liberty University | Lyncburg, VA | Aug 2016 - Jun 2019 | 2 |
Eastern Christian High School | North Haledon, NJ | Aug 2013 - Aug 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- NJ
- TX
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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