Unclaimed
Joshua Adam Suess is a financial advisor registered with LPL Financial LLC in Sonora, California. Joshua has been in the financial services industry since 2000. Prior to joining LPL Financial LLC, Joshua worked for Financial Telesis Inc, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc, and IDS Life Insurance Company. Joshua holds the Series 7 and Series 66 licenses. Joshua's practice specializes in working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
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
CA
02/14/2008 - Present
LPL Financial LLC (SONORA CA)
CA
03/08/2006 - 02/20/2008
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
IN
03/13/2001 - 03/08/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/13/2001 - 03/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
11/08/2000 - 02/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/08/2000 - 02/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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