Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rivers is a financial advisor in Columbia, MD. Joshua has been in the financial services industry for 20 years, and has worked with firms like Lincoln Financial Advisors Corporation and WFG Investments, Inc. Joshua is currently a registered Investment Advisor Representative with CW Advisors, LLC. Joshua holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Joshua specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Joshua also provides financial planning, pension consulting, and selection of other advisors.
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.
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2
MD
04/19/2021 - Present
CW Advisors, LLC (COLUMBIA MD)
MD
08/29/2012 - 10/04/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (ANNAPOLIS MD)
VA
04/17/2009 - 08/21/2012
WFG INVESTMENTS, INC. (VIENNA VA)
VA
08/28/2008 - 04/22/2009
AMERICAN SECURITIES GROUP, INC. (VIENNA VA)
MD
09/19/2007 - 08/18/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
MD
02/25/2005 - 08/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (ANNAPOLIS MD)
TX
08/28/2000 - 06/25/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/28/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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