Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua John Batalden is an active investment advisor representative and registered representative with Eagle Strategies LLC, a firm with over 20 billion dollars in assets under management. Joshua has been in the financial services industry since 2000. Joshua holds the Series 6, 7, 63, and 65 licenses and the SIE. Joshua is licensed in Arizona, Arkansas, Illinois, Indiana, Iowa, Kansas, Minnesota, Nebraska, New Mexico, North Dakota, Ohio, South Dakota, Texas, Washington, and Wisconsin. Joshua is a registered investment advisor in Minnesota and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
MN
08/15/2023 - Present
Eagle Strategies LLC (EDINA MN)
NJ
04/25/2006 - 10/01/2013
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MN
09/12/2001 - 03/31/2006
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
07/10/2000 - 04/19/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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