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 Winston is a financial advisor at LPL Financial LLC. Joshua has been in the industry since 1998, and is licensed to sell securities in multiple states, including Virginia and Texas. Joshua has extensive experience in financial planning, portfolio management, and investment advisory services. Joshua has held previous positions at Morgan Stanley, Charles Schwab & Co., Inc., MSI Financial Services, Inc., and MML Investors Services, LLC. In addition to his work at LPL Financial LLC, Joshua is also a teacher at Congregation Beth Emeth.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
06/12/2023 - Present
LPL Financial LLC (MCLEAN VA)
VA
03/25/2017 - 06/08/2023
MML INVESTORS SERVICES, LLC (McLean VA)
VA
07/24/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALLS CHURCH VA)
VA
08/05/2013 - 08/20/2015
MORGAN STANLEY (RESTON VA)
VA
10/26/2006 - 08/05/2013
CHARLES SCHWAB & CO., INC. (TYSONS CORNER VA)
GA
03/31/2003 - 10/13/2006
E*TRADE SECURITIES LLC (ALPHARETTA GA)
TX
03/25/1998 - 03/14/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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