Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Graeff is a financial advisor with over 15 years of experience in the industry. He has a wide range of experience with multiple firms, including Osaic Wealth, Inc., Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Joshua is currently registered with Osaic Wealth, Inc. in Washington and Texas, and with Arbor Point Advisors in Texas. Joshua is a Series 66, Series 7 and SIE licensed professional. He provides a range of services including financial planning, pension consulting, educational seminars, and portfolio management. Joshua's focus is on helping individual investors and businesses achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
TX
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HOUSTON TX)
WA
02/28/2014 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Bellevue WA)
WA
02/02/2009 - 03/10/2014
AXA ADVISORS, LLC (BELLEVUE WA)
WA
04/11/2008 - 05/07/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 09/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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