Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Jordan is a financial advisor with Commonwealth Financial Network. Joshua has been in the financial services industry since 2005. Joshua has a Series 6, 7, 26, 63, and 65 license and is registered with FINRA and the state of Alabama. Joshua is a veteran advisor with experience in a variety of firms including CUNA Mutual Group, CUNA Brokerage Services, and Prudential Insurance Company of America.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
03/06/2019 - Present
Commonwealth Financial Network (HUNTSVILLE AL)
IA
01/04/2017 - 03/28/2019
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AL
11/05/2014 - 11/23/2016
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
IL
07/30/2013 - 10/31/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
03/15/2012 - 11/12/2012
ARGENTUS SECURITIES, LLC (DALLAS TX)
MS
06/24/2008 - 09/16/2011
METLIFE SECURITIES INC. (RIDGELAND MS)
MS
11/14/2006 - 06/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
MS
04/12/2004 - 10/31/2006
METLIFE SECURITIES INC. (JACKSON MS)
MS
04/12/2004 - 10/31/2006
METROPOLITAN LIFE INSURANCE COMPANY (JACKSON MS)
IA
Issued 02/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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