Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Witkowski is a financial advisor who has been working in the industry since 2016. He is currently registered with Schwab Wealth Advisory, Inc., and is located in Westfield, Indiana. He is also registered as an Investment Advisor Representative (IAR) in Indiana. Joshua is a Series 7 and Series 66 licensed professional. He specializes in portfolio management for individuals and businesses, as well as providing financial planning services. His experience includes working with Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Ameriprise Financial.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
05/17/2023 - Present
Schwab Wealth Advisory, Inc. (WESTFIELD IN)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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