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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 Cleason is a financial advisor with Fisher Investments. Joshua has been working in the financial services industry since 2014 and has a wide range of experience in advising individual and institutional clients. Joshua holds the Series 6, 7, and 63 licenses, and the SIE and Series 65 exams. Joshua is registered with the state of Texas as an investment advisor representative. Joshua has experience working with individuals, businesses, corporations, and other institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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2
TX
09/04/2021 - Present
Fisher Investments (PLANO TX)
CO
11/16/2018 - 01/22/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
01/26/2015 - 03/07/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
06/06/2014 - 01/23/2015
NYLIFE SECURITIES LLC (ARVADA CO)
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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