Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Claxton Walker is a financial advisor currently registered with LPL Financial LLC. Joshua has been in the industry since March 24, 2011, and previously worked with Gенеos Wealth Management, Inc., and NYLIFE Securities LLC. Joshua is licensed in several states and holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Joshua's registrations include both broker-dealer and investment advisor registrations. Joshua is also a licensed life insurance producer.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
02/05/2020 - Present
LPL Financial LLC (WAYNE PA)
PA
01/02/2013 - 02/19/2016
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
PA
03/23/2012 - 11/07/2012
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
NY
11/17/2010 - 01/09/2012
NYLIFE SECURITIES LLC (MELVILLE NY)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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