Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Holanwo Freeman is an investment advisor representative at Fisher Investments with over 7 years of experience in the financial services industry. Joshua holds the Series 6, Series 63, and Series 65 licenses. Prior to joining Fisher Investments, Joshua worked at CUNA Brokerage Services, Inc. and Prudential Investment Management Services LLC. Joshua's expertise includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joshua specializes in providing financial planning, portfolio management, and portfolio assessment services.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/24/2022 - Present
Fisher Investments (PLANO TX)
WI
06/20/2019 - 10/28/2021
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
NJ
07/06/2015 - 02/13/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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