Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Durant is an investment advisor representative with United Capital Financial Advisors. Joshua has over 5 years of experience in the financial services industry. Joshua has passed the Series 63, Series 65, Series 7, Series 9, and Series 10 exams. Joshua is registered to provide investment advice in New Mexico. Joshua specializes in financial planning, portfolio management, and pension consulting.
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.
Sub-adviser for other investment advisers
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.
1
2
NM
06/17/2024 - Present
United Capital Financial Advisors (ALBUQUERQUE NM)
TX
07/10/2018 - 05/13/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joshua Durant is the right advisor for you? Invested Better is here to help.
