Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weaknecht is an investment advisor representative with Truist Advisory Services, Inc. based in Wyomissing, Pennsylvania. Joshua has been in the securities industry since July 2007, and holds the Series 6, 7, 63 and 66 securities licenses. Joshua's experience includes previous roles with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Joshua's firm specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
10/16/2020 - Present
Truist Advisory Services, Inc. (WYOMISSING PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
09/08/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WYOMISSING PA)
PA
07/03/2007 - 09/11/2017
WELLS FARGO CLEARING SERVICES, LLC (READING PA)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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