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 Hattig is a financial advisor who has been working in the financial services industry since 1997. Joshua is currently registered with Consolidated Portfolio Review Corp. in Longmont, CO. Previously, Joshua worked at PLANMEMBER SECURITIES CORPORATION in Broomfield, CO. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Joshua has earned several professional designations including a Certified Financial Planner.
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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2
CO
08/09/2022 - Present
Consolidated Portfolio Review Corp. (Longmont CO)
CO
10/15/2007 - 08/04/2022
PLANMEMBER SECURITIES CORPORATION (Broomfield CO)
CO
01/03/2006 - 10/18/2007
WELLSTONE SECURITIES, LLC (LONGMONT CO)
MN
01/25/1999 - 12/31/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IL
07/03/1997 - 01/27/1999
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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