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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kampbell is a financial advisor with Cetera Investment Advisers LLC, with over 16 years of experience in the industry. Joshua holds the Series 63, Series 65, and Series 24 licenses. Joshua is registered with the state of Minnesota as an Investment Advisor Representative. Joshua is also registered as a Broker with the states of Arizona, Colorado, Florida, Illinois, Kansas, Minnesota, Missouri, Montana, New Mexico, Texas and Wisconsin. Joshua Kampbell provides financial planning and investment management services to individuals, families, and businesses. Joshua Kampbell is also a registered representative of Cetera Advisor Networks LLC, which is a broker-dealer registered with the Securities and Exchange Commission.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BURNSVILLE MN)
MN
10/30/2009 - 11/01/2017
GIRARD SECURITIES, INC. (BURNSVILLE MN)
MN
06/20/2007 - 11/02/2009
SAMMONS SECURITIES COMPANY, LLC (BURNSVILLE MN)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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