Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bretl is a financial advisor at FSR Wealth Management, Ltd., and has been with the firm since 2013. Joshua Bretl is also a Certified Public Accountant and has worked in public accounting since 2005. He holds a Series 6, 7, and 66 license. Joshua has over 17 years of experience in the financial services industry. He works with a diverse clientele including individuals, high-net-worth individuals, and families. Joshua Bretl provides a range of financial planning services including portfolio management, retirement planning, and college savings plans. In addition to financial planning, he also assists clients with insurance and tax planning needs. He is committed to providing his clients with personalized advice and strategies that meet their individual needs.
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.
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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IL
01/06/2015 - Present
FSR Wealth Management, Ltd. (ELMHURST IL)
IL
01/15/2008 - 12/31/2013
GWN SECURITIES INC. (ELMHURST IL)
IL
07/18/2007 - 01/30/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ELMHURST IL)
IL
11/14/2006 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (ELMHURST IL)
IL
05/12/2005 - 11/06/2006
MTL EQUITY PRODUCTS, INC. (ELMHURST IL)
MA
05/30/2003 - 05/09/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
WI
06/17/2002 - 01/10/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
03/14/2001 - 05/07/2002
LONG GROVE TRADING CO. (BOSTON MA)
BOTH
Issued 10/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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