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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Burghardt is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Joshua has been in the financial industry since 2009, and is registered to provide investment advice in Arizona, Arkansas, Massachusetts and Utah. Joshua has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. He holds the Series 6, 7, 9, 10, 24, 63 and 66 licenses and has earned the Securities Industry Essentials Exam (SIE) certification. Previously, Joshua worked as a financial advisor at First Investors Corporation, where he was registered from June 2009 to July 2009.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
04/13/2010 - Present
Edward Jones (TEMPE AZ)
MO
10/28/2009 - 02/11/2010
EDWARD JONES (ST. LOUIS MO)
AZ
06/19/2009 - 07/15/2009
FIRST INVESTORS CORPORATION (PHOENIX AZ)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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