Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua G. Gongaware is an investment advisor representative with First Trust Advisors LP. Joshua has been in the industry since April 2003 and has a combined state law license (Series 66) as well as licenses for Series 7, Series 31 and SIE. Joshua has experience with both First Trust Advisors LP, and McDonald Investments Inc. and is currently registered with the state of Illinois.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
NC
11/21/2008 - Present
First Trust Advisors LP (CHARLOTTE NC)
OH
04/16/2003 - 02/20/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 02/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Gongaware is the right advisor for you? Invested Better is here to help.
