Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Huard is an Investment Advisor Representative at Transce3nd LLC and has been in the financial industry since 2016. Joshua has been registered with Transce3nd LLC since 2022, and previously worked with KALOS CAPITAL, INC. and NATIONAL PLANNING CORPORATION. Joshua specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/03/2022 - Present
Transce3nd LLC (KYLE TX)
TX
07/07/2017 - 08/01/2022
KALOS CAPITAL, INC. (Kyle TX)
TX
05/25/2016 - 07/10/2017
NATIONAL PLANNING CORPORATION (KYLE TX)
BOTH
Issued 05/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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