Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua James Klooz is a financial advisor who is currently registered with Hightower Advisors, LLC. Joshua has over 5 years of experience in the financial services industry. Joshua has a Series 7, Series 66 and SIE license and is a Certified Financial Planner. Joshua is also a founding board member of a 501C3 classical school. Joshua's previous experience includes roles at UBS Financial Services Inc., Cetera Advisor Networks LLC and Carson Wealth.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
05/07/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
04/09/2021 - 04/18/2022
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
07/26/2018 - 04/20/2021
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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