Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kowalczyk is an Investment Advisor Representative associated with JMG Financial Group Ltd. Joshua has been working in the financial industry since 2020. Joshua has a background in financial services. Joshua has 0 approved state exam registrations and 1 approved FINRA registration. Joshua is a Certified Financial Planner and provides Financial Planning, Pension Consulting, and Selection of other Advisers services.
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.
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.
A percentage of assets
1
2
IL
11/03/2020 - Present
JMG Financial Group Ltd. (DOWNERS GROVE IL)
Active
Inactive
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