![Joshua Felice, financial advisor Elmsford NY](/img/ws/profile-blank-sq.png)
Joshua Felice (CRD# 7280461) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmsford, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services LLC | Elmsford, NY | Aug 2021 - Current | 2 |
Mass Mutual Life Insurance Company | Elmsford, NY | Aug 2021 - Current | 2 |
Mml Investors Services LLC | Elmsford, NY | Jul 2020 - Aug 2021 | 1 |
Mass Mutual Life Insurance Company | Elmsford, NY | Jul 2020 - Aug 2021 | 1 |
Unemployed | Yonkers, NY | May 2020 - Jun 2021 | 1 |
Loyola University Maryland | Baltimore, MD | Sep 2016 - May 2020 | 3 |
Pitney Bowes | Shelton, CT | May 2019 - Aug 2019 | < 1 |
Yonkers Brewing Company | Yonkers, NY | May 2018 - Aug 2018 | < 1 |
Mindshare Media | New York City, NY | May 2017 - Aug 2017 | < 1 |
Siwanoy Country Club | Bronxville, NY | May 2016 - Sep 2016 | < 1 |
Unemployed | Yonkers, NY | Jan 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NY
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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