Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Miller is a financial advisor at Midwestern Securities Trading Company, LLC. Joshua Miller has over 20 years of experience in the financial services industry, specializing in financial planning and portfolio management for individuals and businesses. Joshua Miller's current registrations include Series 7, 6, 63, and 65. Joshua Miller is also a Certified Financial Planner. Joshua Miller is registered with the state of Illinois as well as many other states.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
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2
IL
06/27/2006 - Present
Midwestern Securities Trading Company, LLC (TABLE GROVE IL)
IL
10/04/2001 - 04/28/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MACOMB IL)
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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