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 Ward is a financial advisor in Omaha, NE. Joshua has been a registered representative in the securities industry since February 2022. Joshua has a Series 7, Series 63, and Series 66 license. Joshua is currently registered with Charles Schwab & Co., Inc. where Joshua has worked since October 2022. Before Charles Schwab & Co., Inc., Joshua was with TD Ameritrade, Inc. from February 2022 until December 2023. Joshua is licensed in 51 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/31/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/25/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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