Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Paul Harper is an investment advisor representative with Osaic Wealth, Inc.. Joshua Harper is registered with 31 states and 4 Investment Advisor states. Joshua Harper has been in the financial industry since 2006. Joshua Harper has his Series 66, Series 52TO, Series 7, Series 53, and Series 24 licenses. Joshua Harper specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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2
UT
03/26/2014 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
02/11/2010 - 03/06/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
12/17/2008 - 01/15/2010
E*TRADE SECURITIES LLC (SANDY UT)
UT
07/14/2006 - 12/18/2008
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 08/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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