Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Klinger is a financial advisor with over 7 years of experience in the financial services industry. Joshua is a Certified Financial Planner and holds the Series 7, Series 66, and SIE securities licenses. Joshua is currently registered with Tvamp, LLC and is also registered as an Investment Advisor Representative with Tennessee Valley Asset Management Partners, LLC, which is a separate and independent firm. Joshua has a history of working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Joshua offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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2
TN
07/25/2022 - Present
Tvamp, LLC (KNOXVILLE TN)
TN
09/11/2017 - 03/29/2019
RAYMOND JAMES & ASSOCIATES, INC. (KNOXVILLE TN)
TN
06/23/2016 - 09/05/2017
MORGAN STANLEY (KNOXVILLE TN)
TN
01/27/2016 - 05/18/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNOXVILLE TN)
BOTH
Issued 03/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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