Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cole is a financial advisor who has been in the industry for over a decade. Joshua has worked for several reputable firms, including Edward Jones, Blackrock Investments, Russell Financial Services, and J.P. Morgan Securities. Joshua is currently registered with Fisher Investments as an Investment Advisor Representative. Joshua has a diverse range of experience and expertise, including portfolio management for individuals, businesses, and investment companies. Joshua is also experienced in providing financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
12/12/2023 - Present
Fisher Investments (Tampa FL)
WA
10/01/2012 - 09/04/2014
EDWARD JONES (SEATTLE WA)
WA
08/23/2011 - 10/12/2012
BLACKROCK INVESTMENTS, LLC (SEATTLE WA)
WA
09/21/2010 - 08/01/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
TX
10/12/2009 - 07/02/2010
J.P. MORGAN SECURITIES INC. (FORT WORTH TX)
IA
Issued 02/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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