Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Pierce is a financial advisor with TLG Advisors, Inc., a firm that manages approximately $1 billion to $10 billion in assets. Joshua has been working in the financial industry since 2014 and is registered with the state of Wyoming as an Investment Advisor Representative. Joshua has also worked with The Leaders Group, Inc., LPL Financial LLC, Investment Centers of America, Inc., and Northwestern Mutual Investment Services, LLC. Joshua holds Series 6, 7, 63, and 65 licenses. Joshua specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Joshua is committed to providing his clients with personalized advice and services to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Placement of institutional funds
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.
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2
WY
08/27/2019 - Present
TLG Advisors, Inc. (Gillette WY)
CO
08/22/2019 - 08/25/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
WY
11/29/2017 - 07/12/2019
LPL FINANCIAL LLC (GILLETTE WY)
WY
04/04/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (SHERIDAN WY)
WY
04/13/2015 - 03/17/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Laramie WY)
IA
Issued 08/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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