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Josh Thomas Mechals

Axos Clearing LLC

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About Josh Thomas Mechals

Josh Mechals is a financial advisor with Axos Clearing LLC, located in Omaha, Nebraska. Josh has been in the financial industry since 2002. Josh is registered with the state of Nebraska. Josh holds the Series 6, 7, 24, 57TO, 63, 66, 99TO, and SIE licenses. Josh has previously worked at LinSco/Private Ledger Corp. and Fortis Investors, Inc.

Firm Information

Josh Mechals is currently registered with Axos Clearing LLC. Axos Clearing LLC is a Limited Liability Company formed in 2004 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration and is regulated by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

133

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Josh Mechals’s Registration & Firm History

NE

07/19/2005 - Present

Axos Clearing LLC (Omaha NE)

SC

01/30/2003 - 07/18/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MN

08/04/1997 - 09/05/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 02/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/19/2019

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Josh Thomas Mechals.
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