Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Barkelew is a financial professional registered with Charles Schwab & CO., Inc. Joshua has been in the industry since May 2015. Joshua is a licensed securities professional with FINRA Series 7, 6, 63, and 24 licenses. Joshua holds a state license in California and is registered with FINRA and the state of California. Previous experience includes positions at TD AMERITRADE, INC., TD AMERITRADE CLEARING, INC., and SAGEPOINT FINANCIAL, INC. Joshua's firm, Charles Schwab & CO., Inc. is a large financial services firm with a wide range of services, including financial planning, portfolio management, and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
11/18/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
09/16/2015 - 12/31/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
05/24/2016 - 05/18/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
03/03/2014 - 07/01/2014
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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