Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lamotte is a financial advisor associated with First Command Advisory Services. Joshua has over 20 years of experience in the financial services industry and is dedicated to helping individuals and families achieve their financial goals. Joshua is committed to providing personalized financial advice and guidance to his clients. He is a Registered Representative and Investment Advisor Representative, and he is licensed to sell securities in Texas. He is also a Series 7 and Series 66 licensed representative.
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.
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.
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TX
02/23/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 02/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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