Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zoerner is a financial advisor with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Joshua has been in the financial industry since 2003, working with clients to provide personalized financial planning services. Joshua is a registered representative in 10 states and holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. Joshua earned the Chartered Financial Consultant designation.
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.
A percentage of the total value of assets under management is charged.
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2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (KENOSHA WI)
WI
05/10/2018 - 06/14/2024
SECURITIES AMERICA, INC. (KENOSHA WI)
WI
07/10/2003 - 05/04/2018
MWA FINANCIAL SERVICES INC. (KENOSHA WI)
IA
Issued 03/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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