Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Howell is a financial advisor with Prospera Financial Services, Inc. located in Punta Gorda, FL. Joshua has been in the financial industry since 1996. Previously, Joshua was employed with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Joshua is licensed to provide financial advice in 41 states. Joshua Howell's firm, Prospera Financial Services, Inc. manages over $9 billion in assets. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
FL
03/27/2023 - Present
Prospera Financial Services, Inc. (Punta Gorda FL)
FL
09/19/2014 - 03/27/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUNTA GORDA FL)
FL
01/01/2008 - 09/19/2014
WELLS FARGO ADVISORS, LLC (PUNTA GORDA FL)
FL
03/16/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT CHARLOTTE FL)
MD
01/19/1996 - 12/16/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 02/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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