Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mulder is a financial advisor with over 20 years of experience in the industry. Joshua holds the Series 63, 66, 7, 9, 10, and SIE licenses. Currently, Joshua is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in Alabama, Arizona, California, Florida, Georgia, Michigan, New Mexico, North Carolina, Oregon, and Texas. Previously, Joshua was affiliated with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Joshua specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
04/25/2019 - Present
Raymond James Financial Services Advisors, Inc. (HIGHLAND MI)
MI
10/06/2002 - 10/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (HIGHLAND MI)
MN
10/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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