Unclaimed
Joshua David Tirado is an investment advisor representative with J. W. Cole Advisors, Inc. Joshua has been in the securities industry since July 2000. Joshua is registered in Maryland, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia. Joshua is also registered as an investment adviser in North Carolina. J. W. Cole Advisors, Inc. is a registered investment adviser with the SEC. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
01/09/2017 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
NJ
06/16/2008 - 09/21/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (FLEMINGTON NJ)
PA
07/07/2000 - 06/24/2008
NYLIFE SECURITIES LLC (EASTERN PA)
IA
Issued 10/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Tirado is the right advisor for you? Invested Better is here to help.