Joshua S. Halpern,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua S. Halpern, CFP®

ChFC,CLU,CRPC®

Raymond James Financial Services, Inc.

9210 Corporate Blvd, Ste 225
Rockville, MD 20850
(240) 744-7125 Contact Me

General

Joshua Halpern is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services, Inc. in Rockville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CRPC, AAMS

Insurance Licenses

  • Life insurance: DC, GA, FL, MD, NJ, PA, VA
  • Health/disability insurance: DC, GA, FL, MD, NJ, PA, VA
  • Fixed annuities: DC, FL, MD, NJ, PA, VA
  • Variable annuities: DC, FL, MD, NJ, PA, VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Nontraditional Households

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Helpful Financial Planning Resources