Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Evans is a registered representative and investment advisor representative with Convergence Financial, LLC. Joshua has been in the securities industry since November 2020 and is currently registered with the states of Florida, Kansas, Missouri and Texas. Joshua is also a licensed insurance agent in Missouri. Joshua holds Series 7, Series 66 and SIE licenses. He provides financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
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.
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MO
05/12/2023 - Present
Convergence Financial (COLUMBIA MO)
MO
11/16/2020 - 07/21/2021
WADDELL & REED (BLUE SPRINGS MO)
BOTH
Issued 12/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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