Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cottingham West is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Joshua has been in the financial services industry since July 19, 1998. Joshua has a Series 63, Series 65, Series 7 and a Series 24 license. Joshua holds licenses in Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington.
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
VA
04/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (SUFFOLK VA)
VA
09/15/1999 - 04/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
05/28/1998 - 07/23/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
IA
Issued 03/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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