Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kresge Speese is a financial advisor who is registered with TD Private Client Wealth LLC. Joshua has been a financial advisor since 2015 and has experience in various financial institutions like Wells Fargo Advisors, LLC. Joshua has passed the Series 6, Series 7, Series 63 and Series 65 exams. Joshua has a specialization in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
SC
02/13/2020 - Present
TD Private Client Wealth LLC (Greenville SC)
GA
12/14/2017 - 10/09/2019
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
05/09/2016 - 11/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
GA
02/27/2015 - 04/13/2016
WELLS FARGO ADVISORS, LLC (MARTINEZ GA)
IA
Issued 09/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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