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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wilcoxson is a financial advisor associated with Commonwealth Financial Network. Joshua has been in the financial services industry since 2005. Joshua has licenses in 10 states and a total of 10 years of experience. Joshua is also registered as a Registered Representative with FINRA and a Registered Investment Advisor with the state of Colorado. Joshua holds a Series 7, Series 24, and Series 66 license. Joshua also has the Certified Financial Planner designation. In addition to securities, Joshua offers insurance products and services, and real estate services. Commonwealth Financial Network is a Registered Investment Advisor with over 19,600 clients.
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
CO
01/10/2011 - Present
Commonwealth Financial Network (PUEBLO CO)
PA
07/02/2007 - 03/16/2009
MBSC SECURITIES CORPORATION (PHILADELPHIA PA)
PA
04/12/2007 - 07/02/2007
MBSC, LLC (PHILADELPHIA PA)
CO
04/22/2005 - 03/23/2007
COMMONWEALTH FINANCIAL NETWORK (PUEBLO CO)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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