Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Brendan Wolverton is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Oklahoma City, Oklahoma. Joshua has been in the financial industry since October 2012. Joshua is registered to offer investment advisory services in Oklahoma and Texas. He also holds Series 66, Series 7, and SIE licenses. Prior to joining Stifel, Nicolaus & Company, Inc., Joshua was employed by WELLS FARGO ADVISORS, LLC, and WELLS FARGO CLEARING SERVICES, LLC.
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.
1
2
OK
06/28/2018 - Present
Stifel, Nicolaus & Company, Inc. (OKLAHOMA CITY OK)
OK
10/11/2012 - 07/09/2018
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
BOTH
Issued 10/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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