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 Pearson is a registered Investment Advisor Representative with Vanguard Advisers, Inc., with over 6 years of experience in the financial services industry. Joshua Pearson holds a Series 7 and Series 66 license and has a SIE designation. Before joining Vanguard Advisers, Inc., Joshua David Pearson was employed at Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua David Pearson specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles. Joshua David Pearson is registered with the state of Pennsylvania and Texas and is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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
PA
04/05/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
DE
11/13/2019 - 05/21/2021
COMMONWEALTH FINANCIAL NETWORK (Greenville DE)
PA
04/29/2016 - 08/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
10/08/2015 - 02/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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