Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Blair Mortenson is an investment advisor representative, with over 20 years of experience in the financial services industry. Joshua is currently registered with Principal Securities, Inc., and holds licenses in multiple states. Joshua has held previous positions with PRINCOR FINANCIAL SERVICES CORPORATION and ING FINANCIAL ADVISERS, LLC. Joshua has a strong track record of providing financial advice to individuals, corporations and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/06/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
05/09/2003 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CT
07/10/2002 - 04/03/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 08/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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