Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Walker has been a financial advisor in the industry since 2003. Joshua is currently registered with Edward Jones and previously worked for Chase Investment Services Corp. and Princor Financial Services Corporation. Joshua has a strong background in the financial industry, with licenses including Series 63, 66, and 7. Joshua is also a licensed Investment Advisor Representative in Colorado and Texas. Joshua has extensive experience providing financial planning services and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
CO
03/06/2019 - Present
Edward Jones (Longmont CO)
CO
06/09/2008 - 09/01/2010
CHASE INVESTMENT SERVICES CORP. (BOULDER CO)
CO
05/02/2007 - 06/04/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
MO
04/30/2003 - 08/02/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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