Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Vail is an investment professional with extensive experience in the financial services industry. Joshua has held positions with Hamilton Lane Securities LLC, IMST Distributors, LLC, Foreside Fund Services, LLC, Grand Distribution Services, LLC, Welton Street Investments LLC, Edward Jones and Woodbury Financial Services, Inc.. Joshua has a broad range of experience and holds several industry licenses and certifications.
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.
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.
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2
CO
07/14/2021 - Present
Hamilton Lane Securities LLC (Englewood CO)
CO
12/11/2013 - 07/16/2021
IMST DISTRIBUTORS, LLC (DENVER CO)
CO
06/28/2012 - 12/31/2013
FORESIDE FUND SERVICES, LLC (DENVER CO)
WI
01/04/2011 - 06/28/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CO
04/14/2005 - 07/06/2010
WELTON STREET INVESTMENTS LLC (ENGLEWOOD CO)
MO
01/29/2003 - 03/21/2005
EDWARD JONES (ST. LOUIS MO)
MN
06/04/2001 - 08/26/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2005
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 02/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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