Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Schneider is a financial professional who has been in the industry since 2007. Joshua has been registered with Cetera Investment Advisers LLC since August 2023 and previously worked with Securian Financial Services, Inc. and T. Rowe Price Investment Services, Inc.. Joshua is a Series 6, 7, 63, and 66 licensed representative. Joshua offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Joshua is also the owner of Everoak Wealth Co., which provides financial services in Colorado Springs.
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.
1
2
CO
08/10/2023 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
01/19/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Colorado Springs CO)
CO
01/31/2007 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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