Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Greenfield is a financial advisor at Wells Fargo Clearing Services, LLC. Joshua has been in the financial services industry since 2000 and holds several professional licenses, including Series 7, Series 63, Series 65, Series 10, and Series 9. Joshua is also a Certified Financial Planner. Joshua has experience working with individuals, high net worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Joshua offers financial planning and investment consulting 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/26/2020 - Present
Wells Fargo Clearing Services, LLC (FREEPORT IL)
IL
09/27/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FREEPORT IL)
MO
08/31/2000 - 10/01/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 09/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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