Unclaimed
Joshua Bradburn is a financial advisor with State Farm Investment Management Corp., who has been working in the financial services industry since 2008. Joshua is licensed to provide investment advice in California, Indiana, New York, Oklahoma, and Texas. Joshua has passed multiple exams in the financial industry including the Series 66, Series 63, Series 9, Series 10, Series 6TO, SIE and Series 7. In addition to his investment advisory role, Joshua is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Joshua is committed to providing his clients with the highest level of service and expertise.
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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2
TX
06/24/2021 - Present
State Farm Investment Management Corp. (Carrollton TX)
CA
08/22/2008 - 12/13/2019
CHARLES SCHWAB & CO., INC. (Santa Monica CA)
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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