linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Franklin Wine

Commonwealth Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Franklin Wine

Joshua Franklin Wine is an Investment Advisor Representative at Commonwealth Financial Services in Parkersburg, WV. Joshua has been in the industry since 2011 and holds a Series 65 license. Joshua works with individuals, corporations, pension and profit sharing plans, charitable organizations and high-net-worth individuals. Joshua also provides financial planning, portfolio management, and lending services. In addition to his role at Commonwealth Financial Services, Joshua is a Tax Manager at Perry & Associates, CPA's, AC.

Firm Information

Joshua Wine is currently registered with Commonwealth Financial Services. Commonwealth Financial Services is a financial advisor headquartered in PARKERSBURG, WV. They have 9 licensed agents, 16 investment adviser representatives, and 11 investment advisory functions. The firm manages $649,546,505 in regulatory assets under management for 2,148 clients. Commonwealth Financial Services provides financial planning, pension consulting, and other advisory services. They serve individuals, businesses, and institutions.
Commonwealth Financial Services

585 COLLEGE PARKWAY

PARKERSBURG, WV 26104

$649.55M

Assets Under Management

4

Total Clients

15

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

lending services and financial institution consulting services

Lending services and financial institution consulting services

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Wine’s Registration & Firm History

WV

08/09/2023 - Present

Commonwealth Financial Services (PARKERSBURG WV)

Not sure if Joshua Franklin Wine is right for you?

Licenses & Designations

IA

Issued 07/11/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Franklin Wine.
Not sure if Joshua Franklin Wine is right for you?