Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Addison Waymire is a financial advisor registered with Raymond James & Associates, Inc. in Colorado Springs, Colorado. Joshua has been working in the financial industry since August 13, 1995. Joshua has a wide range of experience and holds multiple licenses including Series 63, Series 65, Series 7 and Series 31. Prior to joining Raymond James & Associates, Inc., Joshua was employed by CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC.
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.
Please see note in schedule d - miscellaneous
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
CO
06/08/2009 - Present
Raymond James & Associates, Inc. (Colorado Springs CO)
CO
02/04/2000 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (COLORADO SPRINGS CO)
NY
08/14/1995 - 07/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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