Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rockwell is a registered investment advisor representative associated with MML Investors Services, LLC, who has been in the industry since May 4, 2009. Joshua has a Series 6, Series 63, and Series 65 license. He is registered in multiple states including Virginia, California, Florida, Georgia, Kentucky, Maryland, New Jersey, New York, North Carolina, and South Carolina. Joshua specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation programs, and educational seminars. He also offers selection of other advisors. Joshua's practice focuses on working with high net worth individuals, corporations and other businesses, and pension and profit-sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
08/06/2020 - Present
MML Investors Services, LLC (Virigina Beach VA)
IA
Issued 07/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Rockwell is the right advisor for you? Invested Better is here to help.
