Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Eric Cross is a financial advisor at Arete Wealth Advisors, LLC. Joshua has been in the financial industry since 2003. Joshua specializes in providing financial advice to individuals and businesses. Joshua has a Series 6, 7, 63, and 65 license, as well as the SIE exam. Joshua also holds the following designations: None. Joshua is registered in Florida, Iowa, and Texas.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
09/05/2012 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
IA
02/29/2012 - 08/24/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
02/02/2012 - 03/06/2012
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
09/08/2006 - 02/02/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
02/15/2005 - 09/11/2006
VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IL
12/19/2003 - 02/17/2005
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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