Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dean Shaul is a financial advisor with State Farm VP Management Corp. based in Dallas, TX. Joshua has been in the financial services industry since 2006 and is licensed to provide financial advice in Texas. Joshua holds the Series 6, 7 and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. He has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.
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.
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.
1
2
TX
04/27/2011 - Present
State Farm VP Management Corp. (Dallas TX)
TX
10/23/2009 - 04/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
06/20/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Shaul is the right advisor for you? Invested Better is here to help.
