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 Weiland is a registered representative with Stifel, Nicolaus & Company, Inc., with over 19 years of experience in the financial industry. Joshua has held licenses with multiple states and has a broad range of expertise, including securities, investments, and financial planning. Joshua has experience working with various client types, including high-net-worth individuals, corporations, and pension plans. Joshua's dedication to client service and financial knowledge makes them a valuable asset to any client seeking financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (MIAMISBURG OH)
OH
09/13/2004 - 08/21/2013
ROBERT W. BAIRD & CO. INCORPORATED (DAYTON OH)
BOTH
Issued 10/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joshua Weiland is the right advisor for you? Invested Better is here to help.
