Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Newes is a financial professional with over 20 years of experience in the industry. Joshua is currently registered with LPL Financial LLC and has prior experience with Cetera Financial Specialists LLC, Legend Equities Corporation, Jackson National Life Distributors, Inc., and Janus Distributors, Inc. Joshua specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/13/2022 - Present
LPL Financial LLC (FORT MILL SC)
IL
09/27/2004 - 04/28/2022
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IL
04/24/2015 - 01/25/2016
LEGEND EQUITIES CORPORATION (Schaumburg IL)
TN
08/06/2002 - 05/18/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CO
02/17/2000 - 02/11/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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