Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Castaneda is a financial advisor at First Command Advisory Services, a firm with over $10 billion in assets under management. Joshua is a registered representative with both FINRA and the states of South Carolina and Texas. Joshua provides financial planning and portfolio management services to individuals and businesses. Joshua has been in the financial services industry since May 2020. Joshua is also a Reserve Naval Officer and devotes approximately 11-20 hours per month to this role.
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.
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
SC
08/12/2020 - Present
First Command Advisory Services (Charleston SC)
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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