Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Burch Heims is an investment advisor representative currently affiliated with Avantax Advisory Services. Joshua Burch Heims is registered with the state of New York and has been active in the securities industry for over 20 years. Joshua Burch Heims has experience working with individuals, corporations, businesses, and trusts. Joshua Burch Heims has a wide array of specializations including retirement planning, college planning, estate planning, and insurance. Joshua Burch Heims also provides financial planning and investment management services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
10/30/2023 - Present
Avantax Advisory Services (Williamsville NY)
NY
09/01/2023 - 11/02/2023
OSAIC WEALTH, INC. (WILLIAMSVILLE NY)
NY
11/02/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLIAMSVILLE NY)
NY
08/11/2011 - 11/07/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WILLIAMSVILLE NY)
NY
07/19/2005 - 08/16/2011
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
MN
05/24/2005 - 07/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/24/2005 - 07/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/19/2003 - 04/19/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/19/2003 - 04/19/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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