Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wagenaar is a financial advisor with Edward Jones. He is a CERTIFIED FINANCIAL PLANNER™ professional. Joshua has been a Registered Representative and Investment Advisor Representative for over 8 years and has experience in various fields including financial planning, portfolio management, and pension consulting. Joshua has a strong understanding of the financial needs of both individuals and businesses. He is committed to helping clients achieve their financial goals and is passionate about providing them with personalized advice and guidance. Joshua is licensed in various states across the US including North Carolina, Texas, Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maine, Michigan, Mississippi, Missouri, New Jersey, New York, Oregon, South Carolina, South Dakota, Tennessee, Vermont, Virginia, and Washington.
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.
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.
See schedule d - miscellaneous
1
2
NC
12/18/2018 - Present
Edward Jones (DURHAM NC)
BOTH
Issued 01/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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