Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cole Pool is an investment advisor representative with Edelman Financial Engines. Joshua Pool is licensed to provide investment advisory services in Arizona, Oklahoma, and Texas. Joshua Pool holds the Series 65 license and the SIE exam. Joshua Cole Pool has been working as an investment advisor representative for over 2 years. The Edelman Financial Engines firm has over 448,243 clients and over $270 billion in assets under management. The firm provides investment advisory services such as financial planning, pension consulting, educational seminars, publication of periodicals, 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.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OK
05/20/2022 - Present
Edelman Financial Engines (Ramona OK)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Joshua Pool is the right advisor for you? Invested Better is here to help.
