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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Douglas Hederick is an investment advisor representative with Prime Capital Financial. Josh has been in the financial services industry since 1999. Josh holds the Series 7, 65 and 66 licenses. He also has experience with State Farm VP Management Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Josh specializes in providing financial planning, portfolio management, and retirement planning services. Josh is a partner with CHHSZ Holdings, LLC and provides advisory services to Prime Capital Investment Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
09/27/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
VA
06/17/2003 - 06/07/2006
STATE FARM VP MANAGEMENT CORP. (GLEN ALLEN VA)
NY
01/14/1999 - 10/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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