Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Brungardt is a financial advisor who has been in the industry since 2018. Joshua is registered as a broker-dealer and investment advisor representative with Fidelity Personal And Workplace Advisors. Joshua has Series 7, 63, 66, 9, and 10 licenses, and Joshua is licensed to sell securities in all 50 states and the District of Columbia. Joshua offers financial planning and portfolio management services to individual clients, as well as to corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
CO
01/15/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
AZ
09/17/2018 - 11/03/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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