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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Khokhar is a financial advisor with Axxcess Wealth Management, LLC, based in Carlsbad, CA. Joshua has been in the industry since 2008 and is a Certified Financial Planner. Joshua has experience working with individuals, families, businesses, and charitable organizations. Joshua is registered to provide investment advice in California and Texas.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/04/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
CA
10/01/2012 - 10/30/2021
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
NY
05/19/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FOREST HILLS NY)
IA
Issued 03/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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