Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Augustus Sapp is a financial advisor at Edward Jones. He is a registered representative and investment advisor representative. Joshua Sapp has been in the financial services industry since May 2014. He has experience in providing financial planning, portfolio management, and retirement planning services. Joshua Sapp has a Series 7, Series 63 and Series 66 licenses. He is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Nebraska. His practice specializes in helping individuals, families, and businesses achieve their financial goals. Joshua Sapp is committed to providing personalized service and helping clients make informed investment decisions.
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.
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.
See schedule d - miscellaneous
1
2
NE
01/09/2019 - Present
Edward Jones (PAPILLION NE)
NE
05/08/2014 - 09/12/2014
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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