Joshua Evan Meltzer
CFP®Professional Summary
Joshua Evan Meltzer, CFP®, who also goes by Joshua E Meltzer, was a registered financial advisor. Joshua was a previously registered financial professional and started their career in finance 1985 - 2013. Joshua had worked at 12 firms and has passed the Series 63, Series 7, Series 6, Series 53, Series 27, Series 4, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joshua E Meltzer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
SENTINEL SECURITIES, INC. | SENTINEL SECURITIES, LLC.
Contact Information
Main Address
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880Mailing Address
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880Phone Number
(781) 914-1254Established
Delaware since 03/25/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1985About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1985About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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