Joshua Vallejos
Financial Advisor @Td Private Client Wealth Llc
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WORK HISTORY
Financial Advisor @Td Private Client Wealth Llc
Scotch Plains, NJ, US
EDUCATION
Farmingdale State College
Computer Systems Networking and Telecommunications
Alliance University
Bachelor of Business Administration - BBA
ABOUT JOSHUA VALLEJOS
As a Financial Advisor at Edward Jones, I help clients achieve their financial goals and objectives by providing them with personalized advice, investment solutions, and ongoing support. I work with a team of experts to deliver a holistic and tailored approach to wealth strategies, taking into account the client\'s risk tolerance, time horizon, liquidity needs, and overall financial situation.I have over two years of experience as a Financial Analyst, working for i4strategy and WeWork, where I performed financial modeling, forecasting, budgeting, and reporting for various projects and initiatives. I leveraged my skills in FINRA, Series 7, 65, and 66 to provide insights and recommendations to senior management and stakeholders. I also have a strong educational background, with a BBA from Alliance University and a certificate in Computer Systems Networking and Telecommunications from Farmingdale State College. I am passionate about learning new technologies and trends in the financial industry, and I constantly seek opportunities to enhance my knowledge and instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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