Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hayes is a financial professional with over 20 years of experience in the financial services industry. Joshua is a Registered Representative and Investment Advisor Representative currently affiliated with Benjamin F. Edwards & Company, Inc. Prior to this, Joshua was a registered representative with Waddell & Reed, Foreside Fund Services, LLC, Quasar Distributors, LLC, World Equity Group, Inc., FSC Securities Corporation, Multi-Financial Securities Corporation, Mutual of Omaha Investor Services, Inc., CitiStreet Equities LLC, and Charles Schwab & Co., Inc. Joshua has a strong track record of providing personalized financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans. Joshua is committed to helping clients achieve their financial goals through a comprehensive approach that includes investment management, retirement planning, and estate planning.
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
CO
01/09/2019 - Present
Benjamin F. Edwards & Company, Inc. (Hudson CO)
CO
09/01/2017 - 12/10/2018
WADDELL & REED (FT. COLLINS CO)
ME
01/04/2017 - 08/16/2017
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
05/16/2016 - 12/31/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
03/10/2015 - 05/09/2016
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
GA
06/24/2005 - 04/15/2013
FSC SECURITIES CORPORATION (ATLANTA GA)
CO
10/02/2003 - 07/06/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NE
09/03/2002 - 02/19/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NJ
09/24/1999 - 07/16/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
07/14/1995 - 09/20/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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