Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua McGlothlin is a financial advisor who is registered with Gladstone Wealth Partners in Indiana. Joshua has been in the industry since 2017 and has experience working with clients in a variety of capacities. Joshua has also worked with Cambridge Investment Research, Inc. and J.P. Morgan Securities LLC. Joshua holds the Series 6, Series 7, Series 63 and Series 65 licenses.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
IN
11/01/2021 - Present
Gladstone Wealth Partners (Bloomington IN)
IN
10/03/2018 - 11/05/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomington IN)
IN
06/12/2017 - 10/12/2018
J.P. MORGAN SECURITIES LLC (BEDFORD IN)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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