Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Depaull Travis is a financial advisor based in Radnor, Pennsylvania. Joshua has been in the financial industry for over 20 years and is currently registered with Lincoln Financial Distributors, Inc. Joshua is also registered with the state of Tennessee.
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.
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2
PA
01/29/2024 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
TN
02/01/2023 - 10/17/2023
SILVER OAK SECURITIES, INCORPORATED (Knoxville TN)
CO
11/19/2004 - 01/20/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CT
10/22/2002 - 11/15/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CO
03/05/2001 - 08/30/2002
BERGER DISTRIBUTORS LLC (DENVER CO)
CO
12/19/2000 - 02/16/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 03/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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