Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Michael Haney is a financial advisor with over 15 years of experience in the industry. Joshua has been registered with Wells Fargo Clearing Services, LLC since 2012. Prior to that, Joshua worked at BANCWEST INVESTMENT SERVICES, INC., WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC.. Joshua holds Series 6, 7, 63, 66 and SIE licenses. Joshua is a Certified Financial Planner. Joshua is currently registered in 31 states and 2 states for IA. Joshua specializes in providing financial planning, investment consulting, and portfolio management for individuals, businesses, and institutional clients.
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.
Investment consulting services to institutional clients
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
CA
01/13/2021 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
03/21/2011 - 04/23/2012
BANCWEST INVESTMENT SERVICES, INC. (DANVILLE CA)
CA
06/01/2010 - 03/29/2011
WELLS FARGO ADVISORS, LLC (OAKLAND CA)
CA
10/21/2009 - 06/02/2010
WELLS FARGO INVESTMENTS, LLC (OAKLAND CA)
CA
08/20/2007 - 12/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD CA)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joshua Haney is the right advisor for you? Invested Better is here to help.
