Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Gilliam is a registered representative and investment advisor representative. Joshua is a financial professional with over 25 years of experience in the financial industry, with registrations in 38 states. Joshua is currently associated with Osaic Wealth, Inc. and has been with them since June 2024. Prior to joining Osaic Wealth, Inc., Joshua worked at Securities America Advisors, Inc., Securities America, Inc. and Lincoln Financial Advisors Corporation. Joshua's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Joshua is also a creator of digital financial tools for use to communicate and gather information from clients.
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.
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.
1
2
KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
10/01/2004 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
IN
11/25/1997 - 10/18/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/25/1997 - 10/18/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Gilliam is the right advisor for you? Invested Better is here to help.
