Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Canales is a financial advisor with U.S. Bancorp Investments, Inc., located in Sun City, CA. Joshua has been in the financial industry since 2011 and holds the Series 6, 7TO, 63, and 66 licenses. He is registered to provide investment advisory services in California. Joshua’s previous employment history includes positions at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and CitiCorp Investment Services. Joshua is also the owner of Sigma Athletics Inc., a fitness apparel business.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
08/04/2022 - Present
U.s. Bancorp Investments, Inc. (SUN CITY CA)
CA
11/18/2021 - 07/21/2022
WELLS FARGO CLEARING SERVICES, LLC (ANAHEIM CA)
CA
10/01/2012 - 08/28/2021
J.P. MORGAN SECURITIES LLC (CORONA CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLTON CA)
CA
11/09/2005 - 07/26/2006
CITICORP INVESTMENT SERVICES (COLTON CA)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Canales is the right advisor for you? Invested Better is here to help.
