Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mellberg is a Registered Investment Advisor with Secure Investment Management, LLC. Joshua has been in the financial services industry since January 2004. Joshua specializes in providing financial planning and portfolio management services to individuals. Joshua is also a licensed insurance agent, providing insurance marketing and product development services as well as lead generation activities. Joshua is licensed to provide investment advice in Arizona, California, Colorado, Florida and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
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AZ
10/18/2013 - Present
Secure Investment Management, LLC (TUCSON AZ)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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