Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Adam Parke is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Joshua has been in the industry since November 1997. Joshua has a Series 7, Series 63, and Series 65 licenses and has a SIE certification. Currently, Joshua is registered in Arizona, California, Florida, Hawaii, Idaho, Minnesota, Mississippi, Missouri, Montana, Nevada, New York, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Joshua has previously been registered with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SECURITIES AMERICA, INC., COMMONWEALTH FINANCIAL NETWORK, WM FINANCIAL SERVICES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., and PAINEWEBBER INCORPORATED. Joshua is a licensed advisory representative of an RIA. Joshua is also an investment representative and spends a significant portion of their time trading.
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.
Solicitation fees from 3rd party money managers
1
2
IA
02/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
WI
09/01/2023 - 02/12/2024
OSAIC WEALTH, INC. (MILTON WI)
WI
08/02/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILTON WI)
WA
05/18/2012 - 08/10/2012
SECURITIES AMERICA, INC. (LAKE STEVENS WA)
WA
04/26/2004 - 05/21/2012
COMMONWEALTH FINANCIAL NETWORK (LAKE STEVENS WA)
CA
01/12/2000 - 05/04/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
07/12/1999 - 01/12/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
03/02/1999 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NJ
10/21/1997 - 02/17/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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