Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bergsma is a financial advisor at Advisory Alpha, LLC located in Holland, Michigan. Joshua is registered with the state of Michigan and holds the Series 6, 7, 63 and 65 licenses, along with the SIE. Joshua has been a financial advisor since 2013 and has experience working with individuals, families, and businesses. Joshua provides a range of financial services, including financial planning, portfolio management, and retirement planning. Joshua also holds fixed insurance licenses and acts as an insurance agent for clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
06/26/2023 - Present
Advisory Alpha, LLC (HOLLAND MI)
MI
04/10/2013 - 05/05/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (ZEELAND MI)
MI
02/04/2013 - 04/12/2013
WOODBURY FINANCIAL SERVICES, INC. (BYRON CENTER MI)
IA
Issued 03/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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