Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bledsoe is a financial advisor with over 26 years of experience in the financial services industry. Joshua is registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since November 2013. Prior to joining Stifel, Joshua worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Salomon Smith Barney Inc. Joshua is a Certified Financial Planner and holds Series 7, 52, 63, and 65 licenses. Joshua is also registered as an Investment Advisor Representative in Missouri and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/25/2013 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
11/29/2002 - 11/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
NY
02/16/2001 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MI
07/17/1996 - 02/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joshua Bledsoe is the right advisor for you? Invested Better is here to help.
