Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Sanders is a financial advisor with Truist Advisory Services, Inc. in Brooksville, Florida. Joshua has been in the financial services industry since June 2010. Prior to joining Truist, Joshua worked at BB&T Securities, LLC. Joshua has a wide range of experience in the financial services industry, having worked with clients in various industries.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/09/2016 - Present
Truist Advisory Services, Inc. (BROOKSVILLE FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
09/26/2011 - 07/30/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MI
04/13/2010 - 08/02/2011
EDWARD JONES (DORR MI)
MI
12/18/2009 - 03/04/2010
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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