Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Combs is a registered representative with Midwestern Securities Trading Company, LLC. Joshua has been in the financial services industry since 2022. He holds the Series 66, Series 7TO, and SIE licenses. Joshua is currently registered in Georgia, Illinois, Indiana, and Missouri. Joshua provides investment advisory services to high-net-worth individuals, corporations, and other businesses. Joshua's firm specializes in portfolio management for 401(k) retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
08/12/2022 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joshua Combs is the right advisor for you? Invested Better is here to help.
