Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Dylan Winger is a Registered Representative and Investment Advisor Representative with Sanctuary Advisors, LLC. Joshua has been in the industry since 2017 and has experience in financial planning, portfolio management, and pension consulting. Joshua holds the Series 7TO and SIE licenses as well as the Series 66. Currently Joshua is registered to conduct business in Indiana.
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.
Guidance on pension options to ensure a secure financial future.
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
IN
07/25/2024 - Present
Sanctuary Advisors, LLC (Indianapolis IN)
BOTH
Issued 04/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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