Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Magnus is a financial advisor currently registered with Wealthbuilders Investments. Joshua has been in the financial services industry since 2012 and holds the Series 6, 7, and 66 licenses. Joshua has previously worked with Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Joshua is a licensed Insurance Agent and also manages properties through MPM LTD. Joshua is dedicated to providing comprehensive financial planning services to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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.
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2
CO
03/24/2024 - Present
Wealthbuilders Investments (ENGLEWOOD CO)
CO
01/28/2022 - 02/16/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
CO
04/10/2012 - 01/10/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 03/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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