Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Nathanael Wood is a financial professional with over 10 years of experience in the financial services industry. Joshua currently works with Ameriprise Financial Services, LLC, a firm with over $1 billion - $10 billion in assets under management. Joshua specializes in providing financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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 services
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
MN
08/25/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
IL
01/25/2021 - 08/10/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MO
02/26/2018 - 01/13/2021
TD AMERITRADE, INC. (St Louis MO)
CO
06/27/2013 - 02/26/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
04/05/2011 - 03/19/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 06/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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