Unclaimed
Joshua Welch nosko is a financial advisor with Wells Fargo Advisors Financial Network, LLC in ST. LOUIS, Missouri. Joshua has been in the industry since February 2012 and has worked at Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC before joining his current firm. Joshua is a Registered Representative and Investment Advisor Representative in Missouri and Texas and is licensed to provide financial advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Joshua specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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.
Investment consulting services to institutional clients
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
MO
07/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
02/23/2017 - 05/26/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/21/2015 - 02/23/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
02/16/2012 - 08/21/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 04/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Welch nosko is the right advisor for you? Invested Better is here to help.