Joshua Alan Keirsbilck
Advisor at LPL Enterprise — Syracuse, NY Plum St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
3 years
Location
Syracuse, NY 13204
LPL Enterprise
Institution
Joshua Keirsbilck is a financial advisor at LPL Enterprise with Series 63 and Series 66 registrations and three years of industry experience. He previously worked at Pruco Securities LLC and Equitable Advisors, and has experience outside finance that includes roles at Clover Home Leisure and Nazareth College. Additionally, he is active as a DoorDash dasher in Rochester, NY. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Syracuse, NY Plum St
500 Plum St, Ste 301
Syracuse NY 13204
Advisors at this office
55
New York
3 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Pittsford, NY
Pruco Securities Llc
2023 - 2024 • 1 year
Pittsford, NY
Equitable Advisors
2023 - Present • 3 years
New York, NY
Clover Home Leisure
2020 - 2022 • 2 years
Rochester, NY
Nazareth College
2018 - Present • 8 years
Pittsford, NY
Seabreeze Amusement Park
2018 - 2019 • 1 year
Rochester, NY
McDonald's
2016 - 2018 • 2 years
Rochester, NY
Hilton High School
2014 - 2018 • 4 years
Hilton, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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