Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Aaron Green is a financial advisor registered with Cetera Investment Advisers LLC, with over 14 years of experience in the financial services industry. Joshua has worked with various firms, including BB&T Investment Services, Inc., SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Fifth Third Securities, Inc., WAMU Investments, Inc., and InterSecurities, Inc., gaining experience in multiple aspects of financial planning. Joshua holds Series 6, Series 7, and Series 66 licenses and the Securities Industry Essentials (SIE) examination. Joshua is registered to provide investment advice in Alabama, Connecticut, Florida, Georgia, Illinois, Massachusetts, North Carolina, Ohio, South Carolina, Tennessee, and Texas.
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.
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.
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2
FL
01/18/2023 - Present
Cetera Investment Advisers LLC (NEW PORT RICHEY FL)
FL
04/14/2014 - 08/29/2017
BB&T INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
08/21/2013 - 05/16/2014
SUNTRUST INVESTMENT SERVICES, INC. (SPRING HILL FL)
FL
01/07/2013 - 06/25/2013
WELLS FARGO ADVISORS, LLC (TRINITY FL)
FL
07/27/2010 - 09/26/2011
WELLS FARGO ADVISORS, LLC (PORT RICHEY FL)
FL
02/05/2010 - 04/16/2010
FIFTH THIRD SECURITIES, INC. (LUTZ FL)
FL
11/14/2005 - 07/03/2008
WAMU INVESTMENTS, INC. (SPRING HILL FL)
FL
07/18/2005 - 09/16/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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