Unclaimed
Joshua Maruca is a financial advisor with Cetera Investment Advisers LLC. Joshua has been in the industry since April 2021. Prior to joining Cetera Investment Advisers LLC, Joshua was affiliated with Securian Financial Services, Inc. and CRI Securities, LLC. Joshua specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Joshua holds the Series 66, Series 7TO, and SIE licenses.
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
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
04/06/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Scottsdale AZ)
AZ
04/06/2021 - 10/28/2021
CRI SECURITIES, LLC (Scottsdale AZ)
BOTH
Issued 5/7/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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