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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 Gardner is an investment advisor representative with Summit Global Investments, LLC. Joshua has been in the industry since January 2002. He has a Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. Joshua has previously worked at Fidelity Brokerage Services LLC and PRUCO Securities, LLC. Joshua is registered in Arizona, California, Idaho, Nevada and Utah. Joshua specializes in providing financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
07/06/2023 - Present
Summit Global Investments, LLC (Gilbert AZ)
AZ
04/15/2013 - 04/19/2023
FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)
UT
01/29/2002 - 04/09/2013
PRUCO SECURITIES, LLC. (SOUTH JORDON UT)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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