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 Valdivia is a financial advisor with Financial Management Network Inc. Joshua has been in the industry since May 2021 and is registered in 22 states as well as with FINRA. Joshua is a Certified Financial Planner and has a background in investment advising for individuals, businesses and retirement plans. Joshua is also an appointed agent of various insurance companies and holds a California Insurance License for life, health and variable products.
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.
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.
Quarterly fees
1
2
CA
12/06/2022 - Present
Financial Management Network Inc. (MISSION VIEJO CA)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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