Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lyndon Carter is a financial advisor with over 8 years of experience in the financial services industry. Joshua is registered with MML Investors Services, LLC and has a Series 6, 7, 63, and 65 license. Joshua has previously worked at Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company. Joshua offers a variety of financial services, including financial planning, portfolio management, and asset allocation programs. He is committed to helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AR
05/23/2023 - Present
MML Investors Services, LLC (Conway AR)
AR
01/01/2015 - 04/12/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Conway AR)
IA
Issued 05/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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