Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Liljenquist is a financial advisor with Raymond James Financial Services Advisors, Inc. Joshua has been working in the financial services industry since 2007. Joshua has a strong track record of providing financial advice to individuals, families, and businesses. Joshua is committed to providing his clients with personalized financial planning and investment management services. Joshua has a strong understanding of the financial markets and a deep commitment to helping his clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 licenses. Joshua is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
10/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
04/10/2014 - 10/11/2019
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
04/13/2011 - 04/14/2014
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/19/2010 - 04/07/2011
NEW ENGLAND SECURITIES (SANDY UT)
UT
06/21/2007 - 11/01/2010
CHASE INVESTMENT SERVICES CORP. (DRAPER UT)
IA
Issued 05/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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