Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Alexander has been an active investment advisor representative for over 20 years. Joshua is a Series 6, 63, and 65 licensed professional with a focus on portfolio management for individuals and investment companies. Joshua is registered with State Farm Investment Management Corp. in La Porte, IN and has been with the firm since 2018. Prior to that, Joshua owned and operated Joshua Alexander's Insurance Agency, a State Farm Insurance agency, in La Porte, IN. Joshua holds the professional designation Chartered Financial Consultant (ChFC).
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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IN
10/22/2018 - Present
State Farm Investment Management Corp. (La Porte IN)
IA
Issued 10/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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