Unclaimed
Joshua Canaan Freeman is a financial advisor registered with Sanctuary Securities, Inc. with over 25 years of experience in the financial industry. Previously, Joshua worked with International Assets Advisory, LLC, Woodstock Financial Group, Inc., and Securevest Financial Group, among other firms. Joshua has been a licensed representative since 1996.
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.
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.
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2
IN
07/17/2020 - Present
Sanctuary Securities, Inc. (INDIANAPOLIS IN)
TX
04/25/2012 - 07/20/2020
INTERNATIONAL ASSETS ADVISORY, LLC (SAN ANTONIO TX)
TX
09/10/2010 - 05/03/2012
WOODSTOCK FINANCIAL GROUP, INC. (AUSTIN TX)
TX
05/19/2010 - 09/07/2010
SECUREVEST FINANCIAL GROUP (SAN ANTONIO TX)
TX
07/08/2003 - 09/10/2009
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
CO
07/29/2002 - 05/09/2003
FIXED INCOME SECURITIES, LLC (MONUMENT CO)
MD
03/05/2001 - 08/07/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
TX
03/22/2000 - 03/05/2001
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
TX
10/06/1998 - 03/16/2000
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
08/13/1996 - 10/21/1998
KERCHEVILLE & COMPANY, INC. (SAN ANTONIO TX)
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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