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 20832
(240) 744-7125

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 - CRPC

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