Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Penner is an investment advisor representative of Valic Financial Advisors, Inc., a firm with a strong presence in the financial services industry. Joshua has been working in the industry since 2003 and has experience with several firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., UVEST Financial Services Group, Inc., and Intrust Brokerage Inc. Joshua is licensed to provide financial advice in Texas. Joshua has a strong track record of providing financial advice to individuals and businesses. Joshua is a highly qualified financial advisor with a proven track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TX
07/20/2016 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
OH
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
08/06/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
KS
07/03/2006 - 11/28/2007
UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)
KS
03/06/2003 - 07/03/2006
INTRUST BROKERAGE INC. (WICHITA KS)
BOTH
Issued 04/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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