Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua McCutcheon is a financial advisor with GWN Securities Inc., based in Palm Beach Gardens, Florida. Joshua is a licensed investment advisor representative in Texas and has been in the financial industry since 2020. Joshua has a series 66, a series 7, and a SIE license. Joshua also provides life, disability, and long-term care insurance services as an independent agent. Joshua specializes in financial planning, market timing, and portfolio management for both individuals and businesses.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
09/15/2020 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BOTH
Issued 09/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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