Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Roberts is a financial advisor at Thrivent Investment Management Inc. Joshua has been in the industry since September 3, 2020. Joshua specializes in providing financial planning and portfolio management services to individuals. Joshua is registered in 51 states, the District of Columbia and Oklahoma. Joshua holds Series 7TO, 63 and 66 licenses.
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.
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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MN
01/03/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
UT
09/04/2020 - 11/29/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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