Unclaimed
Joshua Joseph Rahn is a financial advisor registered with Cetera Investment Advisers LLC. Joshua has been in the industry since 2004 and is licensed to provide investment advice in North Dakota. His previous experience includes working for Securian Financial Services, Inc. in St. Paul, MN, and Secure Edge Tax Strategies in Fargo, ND. Joshua is a Series 65 and Series 66 licensee and also has a Series 7 license. Joshua specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Joshua has experience working with a variety of clients, including high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
ND
03/25/2024 - Present
Cetera Investment Advisers LLC (MANDAN ND)
MN
06/15/2004 - 01/24/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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