Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Parker is a financial professional with over 13 years of experience in the industry. Joshua is currently registered with Charles Schwab & CO., Inc. in Colorado. Joshua has successfully completed the Series 63, Series 7, Series 9, and SIE exams. Joshua is registered with the states of Colorado and California. Joshua's current firm is Charles Schwab & CO., Inc. The firm offers services like financial planning, selection of other advisors, and wrap fee programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
06/19/2007 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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