Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bradley Withers is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Joshua has been in the industry since August 2003, and is currently registered in Virginia and Texas. Joshua is also registered with OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. Joshua has a wide range of experience, including working with individuals, families, businesses, and charitable organizations. Joshua is a Chartered Financial Consultant and holds Series 6, 7, 63 and 65 licenses.
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.
Solicitation fees from 3rd party money managers
1
2
VA
08/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
11/02/2018 - 08/03/2023
OSAIC WEALTH, INC. (VIRGINIA BEACH VA)
VA
08/04/2003 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIRGINIA BEACH VA)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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