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Joshua Aaron Greene

Sunset Financial Services, Inc.

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About Joshua Aaron Greene

Joshua Greene is a financial professional who is registered with Sunset Financial Services, Inc. in Kansas City, Missouri. Joshua has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.

Firm Information

Joshua Greene is currently registered with Sunset Financial Services, Inc.. Sunset Financial Services, Inc. is a corporation formed on April 23, 1964, and is registered to provide investment advisory services in all 50 states and the District of Columbia. The firm has been involved in 9 regulatory events and 2 arbitration cases.

Not reported

Assets Under Management

Not reported

Total Clients

33

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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Joshua Greene’s Registration & Firm History

MO

02/05/2024 - Present

Sunset Financial Services, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 02/05/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Aaron Greene.
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