Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Miles Kettleson is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Joshua has been in the financial services industry since 2003. He has a wide range of experience, having worked at Raymond James Financial Services, Inc. and Edward Jones previously. Joshua is a Certified Financial Planner and has earned the Series 63, 65, 66, 7, 24 and SIE licenses. Joshua is registered in Missouri and specializes in various areas, including retirement planning, investment management, and financial 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.
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.
See schedule d - miscellaneous
1
2
MO
11/22/2021 - Present
Edward Jones (ST. LOUIS MO)
IL
06/20/2008 - 09/09/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (MATTOON IL)
IL
11/11/2003 - 06/19/2008
EDWARD JONES (MATTOON IL)
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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