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Joshua E Anderson

Stratos Wealth Partners, Ltd.

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About Joshua E Anderson

Joshua Anderson is a financial advisor with Stratos Wealth Partners, Ltd. Joshua has been a financial advisor for over ten years and has extensive experience in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Joshua is dedicated to helping his clients achieve their financial goals and believes in building long-term relationships with each client. Joshua is committed to providing personalized financial advice and is always available to answer questions and discuss concerns.

Firm Information

Joshua Anderson is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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Joshua Anderson’s Registration & Firm History

VA

03/15/2021 - Present

Stratos Wealth Partners, Ltd. (NORFOLK VA)

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Licenses & Designations

BC

Issued 03/08/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joshua E Anderson. Review regulatory record here.
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