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 Wright is a financial advisor with over 15 years of experience in the financial services industry. Joshua holds a Series 6, Series 63, and Series 65 license. Joshua is currently registered with Global View Capital Management LLC in Pleasant Grove, UT and is also a licensed insurance agent for several companies. Joshua has been a real estate agent since 2016 and manages projects for Landmarks West in Kamas, UT. Prior to joining Global View, Joshua worked for several companies, including Pershe Kaplan Sterling Investments, the Strategic Financial Alliance, Inc. and World Group Securities, Inc. Joshua is a financial advisor who provides financial planning and investment management services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
UT
01/06/2014 - Present
Global View Capital Management LLC (PLEASANT GROVE UT)
UT
01/06/2014 - 05/19/2015
PURSHE KAPLAN STERLING INVESTMENTS (PLEASANT GROVE UT)
UT
11/19/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (PLEASANT GROVE UT)
UT
11/09/2004 - 11/16/2010
WORLD GROUP SECURITIES, INC. (DRAPER UT)
IA
Issued 07/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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