Joshua Reesman (CRD# 5699254) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 14 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Prosperity Capital Advisors | Westlake, OH | Dec 2021 - Current | 2 |
The Chamberlin Group (d.b.a.) | St. Louis, MO | Oct 2021 - Current | 2 |
American Retirement Academy (d.b.a.) | St. Louis, MO | Jan 2022 - Jun 2023 | 1 |
State Street Global Advisors Funds Distributors, LLC | Boston, MA | Dec 2018 - Nov 2021 | 2 |
State Street Global Advisors Trust Company | Boston, MA | Dec 2018 - Nov 2021 | 2 |
Goldman, Sachs, Company | Chicago, IL | Oct 2016 - Dec 2018 | 2 |
Goldman, Sachs, Company | Chicago, IL | Sep 2014 - Oct 2016 | 2 |
Hsbc Securities (usa) Inc. | Rockville Centre, NY | Jul 2014 - Aug 2014 | < 1 |
Hsbc Bank Usa N.a. | Rockville Centre, NY | Oct 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2010 |
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- IL
- MO
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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