Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Akeroyd Mason is an investment advisor representative with WBH Advisory, Inc. Joshua has been in the financial industry for over 20 years and holds the Series 6, 7, 24, 63 and 65 licenses. Joshua is a Certified Financial Planner. Joshua has worked with clients in Maryland, Texas, Vermont, Massachusetts, Washington, and District of Columbia. Joshua has previously worked with H. BECK, INC., SENTINEL FINANCIAL SERVICES COMPANY, SAFECO INVESTMENT SERVICES, INC., and SAFECO SECURITIES, 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
10/26/2023 - Present
WBH Advisory, Inc. (BALTIMORE MD)
MD
07/18/2005 - 03/02/2007
H. BECK, INC. (GAITHERSBURG MD)
VT
10/20/2000 - 07/07/2005
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
MA
10/28/1996 - 10/19/2000
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
WA
05/17/1995 - 11/05/1996
SAFECO SECURITIES, INC. (BELLEVUE WA)
IA
Issued 09/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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