Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mathias is a financial advisor with over 20 years of experience in the industry. Joshua is currently registered with The Ameriflex Group and is actively serving clients in Arizona. Previously, Joshua was with SagePoint Financial, Inc. and Principal Securities, Inc. Joshua is a Series 7, 24, 63 and 65 licensed professional with a focus on providing comprehensive wealth management and financial planning services to individuals, businesses, and charitable organizations.
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.
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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2
AZ
04/18/2023 - Present
THE Ameriflex Group (Phoenix AZ)
AZ
04/14/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
IA
02/02/2009 - 04/17/2023
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
12/19/2001 - 01/30/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
Issued 12/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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