Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Coupe is a financial advisor with Kingsview Wealth Management, LLC and has over 10 years of experience in the financial services industry. Joshua Coupe has a Series 7, Series 63, and Series 66 license. Joshua Coupe specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. Joshua Coupe has held previous positions with Edward Jones, Sharebuilder Securities Corporation, and ING Direct Securities Inc. Joshua Coupe is registered in Delaware.
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.
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.
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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DE
06/21/2018 - Present
Kingsview Wealth Management, LLC (Wilmington DE)
DE
05/19/2008 - 06/26/2018
EDWARD JONES (WILMINGTON DE)
DE
03/24/2008 - 05/15/2008
SHAREBUILDER SECURITIES CORPORATION (WILMINGTON DE)
DE
02/07/2008 - 05/15/2008
ING DIRECT SECURITIES INC. (WILMINGTON DE)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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