Unclaimed
Joshua Keith Rushing is a financial advisor with Cetera Investment Advisers LLC, a firm with a strong reputation in the financial services industry. Joshua has been in the financial industry since 2014, working previously with Edward Jones. Joshua holds a Series 66, Series 7 and SIE licenses and is registered in a number of states including Alabama, Arizona, California, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Montana, New Mexico, North Carolina, Texas. Joshua is also registered with the Securities and Exchange Commission as an Investment Advisor Representative and has specializations in various areas of financial planning. Joshua and his colleagues at Cetera Investment Advisers LLC are committed to providing their clients with comprehensive financial planning services. They offer a variety of services to meet the individual needs of their clients.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
11/17/2014 - 12/18/2023
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 1/5/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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