Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Quimby is an investment advisor representative at LPL Financial LLC. Joshua has been working in the financial services industry since 2011 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, and charitable organizations. Joshua holds several industry licenses and designations including Series 6, 7, 24, 26, and 66. Joshua's current registrations are with the state of Iowa, Texas and Wisconsin. Joshua previously worked at Cambridge Investment Research, Inc. and CUNA Brokerage Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
03/04/2024 - Present
LPL Financial LLC (BLOOMFIELD IA)
IA
04/29/2022 - 05/25/2022
CUNA BROKERAGE SERVICES, INC. (Bloomfield IA)
IA
04/05/2012 - 04/18/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
07/06/2011 - 04/09/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Quimby is the right advisor for you? Invested Better is here to help.
