Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wentz is a financial advisor with Avantax Advisory Services. Joshua has been working in the financial services industry since 2020. Joshua holds Series 63, 66, and 7TO securities licenses. Joshua also offers insurance products approved through the Avantax insurance entities. In addition to financial planning services, Joshua also provides wealth management assistance through Concentric Wealth Management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
05/01/2023 - Present
Avantax Advisory Services (DALLAS TX)
OH
10/13/2020 - 04/19/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
KY
01/27/2020 - 10/07/2020
W&S BROKERAGE SERVICES, INC. (CRESTVIEW HILLS KY)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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