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Joshua C
Series 65
Niskayuna, NY
Upleft Asset Management
Joshua Chicoine is a Series 65-licensed advisor at Upleft Asset Management with one year of industry experience. His background includes work with the Schenectady Police Department and previous roles at Upleft. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, with an emphasis on personalized service and portfolio alignment with client goals.
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