Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Glenn Clayton is a financial advisor with Sofi Wealth LLC. He is a registered representative and investment advisor representative in Pennsylvania. Joshua has been in the securities industry since 2014. Prior to joining Sofi Wealth LLC, Joshua worked at Capital One Investing, LLC. Joshua holds the Series 7 and Series 66 securities licenses and the SIE exam. Joshua's specialties include financial planning, portfolio management for individuals, educational seminars, and the publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
08/04/2022 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
DE
06/12/2014 - 02/08/2019
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
BOTH
Issued 08/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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