Joshua Beitel (CRD# 5911459) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 10 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signature Equity Partners, LLC | Traverse City, MI | Sep 2023 - Current | < 1 |
| Osaic Wealth, Inc. | Traverse City, MI | Aug 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2018 - Aug 2023 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2018 - Aug 2023 | 5 |
| Cetera Investment Services LLC | St. Cloud, MN | Jul 2015 - May 2018 | 2 |
| Cetera Investment Advisers LLC | Traverse City, MI | Jul 2015 - May 2018 | 2 |
| Chemical Bank | Traverse City, MI | Jul 2015 - May 2018 | 2 |
| Fifth Third Securities | Petoskey, MI | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
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- MI
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Total Assets Under Management100MILLIONS
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Total Number of Accounts759ACCOUNTS
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Average Account Value$131,782
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IN, MI, MN, NH, OH, PA, TX, VA
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