Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mansfield is a financial advisor with Empower Advisory Group, LLC. Joshua has been in the industry since December 15, 2020. Joshua holds the Series 7TO, Series 66, and SIE licenses and is registered in 52 states. Joshua’s expertise includes financial planning and portfolio management. Prior to joining Empower Advisory Group, LLC, Joshua was a financial advisor at Pruco Securities, LLC. and Bankers Life Securities, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/31/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
KY
11/02/2021 - 02/21/2023
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
KY
08/04/2020 - 06/25/2021
BANKERS LIFE SECURITIES, INC. (BOWLING GREEN KY)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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