Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weaver is a financial advisor with Commonwealth Financial Network. Joshua has been in the financial services industry since 2014. He holds a Series 66, Series 24, SIE and Series 7 licenses. Joshua is registered to offer securities and investment advisory services in 21 states. Joshua also offers fixed insurance sales, owns a rental property, and specializes in retirement planning, college planning, and wealth management. He is a member of the Commonwealth Financial Network team and offers clients access to a range of services, including financial planning, investment management, and retirement planning.
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.
1
2
IN
01/16/2020 - Present
Commonwealth Financial Network (Fishers IN)
IN
07/17/2014 - 01/28/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (FISHERS IN)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Weaver is the right advisor for you? Invested Better is here to help.
