Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Miller is a registered investment advisor representative with GWN Securities Inc. Joshua is a licensed financial professional with experience in the financial industry since 2020. Joshua has passed the Series 63, Series 65, Series 6TO and SIE exams. Joshua provides financial planning, market timing services and portfolio management services to individuals and businesses.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
01/06/2022 - Present
GWN Securities Inc. (WAYNE PA)
IA
Issued 01/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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