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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 Kammerer is a financial advisor with Kingsview Wealth Management, LLC. Joshua has been in the financial services industry for over 16 years. He holds Series 3, 6, 7, 63 and 66 licenses and the SIE exam. Joshua has experience working with high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit sharing plans. Joshua specializes in providing financial planning, portfolio management and selection of other advisors services. His experience working with a variety of client types allows him to provide tailored advice to individuals and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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
OR
04/09/2020 - Present
Kingsview Wealth Management, LLC (Grants Pass OR)
IN
10/01/2010 - 04/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
AZ
08/01/2006 - 10/04/2010
EDWARD JONES (GLENDALE AZ)
CT
09/26/2003 - 07/20/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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