Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kent Lewis is a financial advisor with The Wealth Consulting Group. Joshua has been in the financial services industry for over 10 years. Joshua's firm provides financial planning, pension consulting and portfolio management services to a variety of clients including individuals, corporations, and charitable organizations. Joshua also holds a Series 66 license, which allows him to provide investment advice.
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.
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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NV
07/17/2023 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
KS
02/19/2013 - 03/13/2019
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 03/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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