Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bauer has been in the financial services industry since 2004 and is currently a financial professional at Cetera Investment Advisers LLC. Joshua Bauer has a Series 7 and Series 66 license and has been registered with the state of Tennessee since 2004. Joshua Bauer has experience working with Voya Financial Advisors, Inc. and Thrivent Investment Management Inc. In addition to his financial services work, Joshua Bauer is also involved in other businesses, including Jennifer Bauer Gaited Horsemanship and Highland Rim Academy.
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.
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.
1
2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (COOKEVILLE TN)
TN
05/31/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (COOKEVILLE TN)
TN
11/11/2004 - 06/02/2011
THRIVENT INVESTMENT MANAGEMENT INC. (COOKEVILLE TN)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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