Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weygandt is a financial advisor with Empower Advisory Group, LLC. Joshua has been in the financial industry since July 23, 2010. Joshua is registered with the state of California as a broker-dealer and an investment advisor representative. Joshua specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Joshua holds the Series 7, Series 6, Series 63, and Series 65 licenses. Joshua's previous employers include LPL Financial LLC, Allstate Financial Services, LLC, VALIC Financial Advisors, Inc., Transamerica Financial Advisors, Inc, and OneAmerica Securities, Inc..
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
07/17/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
11/02/2018 - 06/24/2019
LPL FINANCIAL LLC (RIDGECREST CA)
CA
05/04/2018 - 11/02/2018
ALLSTATE FINANCIAL SERVICES, LLC (Apple Valley CA)
CA
05/29/2014 - 04/30/2018
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
10/31/2013 - 05/14/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (CORONA CA)
CA
10/24/2007 - 03/10/2011
ONEAMERICA SECURITIES, INC. (TEMPLETON CA)
IA
Issued 09/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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