Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bradley is a financial advisor with Integrated Advisors Network LLC, providing a range of advisory services to individuals, families, and businesses. Joshua has been in the industry since 2006, with experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and VOYA Financial Advisors, Inc. Joshua holds Series 7 and 66 licenses and specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/13/2018 - Present
Integrated Advisors Network LLC (DALLAS TX)
SC
11/30/2015 - 03/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
SC
12/02/2008 - 12/01/2015
VOYA FINANCIAL ADVISORS, INC. (COLUMBIA SC)
SC
03/19/2008 - 11/25/2008
GUNNALLEN FINANCIAL, INC (LEXINGTON SC)
SC
01/26/2007 - 03/17/2008
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
SC
09/13/2006 - 12/15/2006
EDWARD JONES (HOPKINS SC)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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