Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mersberger is a financial advisor with Merit Financial Advisors. Joshua has been in the industry since August 2008 and has held multiple licenses and designations. Joshua is a Certified Financial Planner, and has worked in the financial services industry for many years. The advisor is registered with LPL Financial, a large independent broker-dealer, as well as Merit Financial Group, LLC, an independent investment advisor firm. Joshua also has experience with Cambridge Investment Research, Inc. and Voya Financial Advisors. Joshua is also registered to provide investment advisory services in Montana, Texas, and Wisconsin.
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.
Consulting fees
1
2
GA
10/24/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WI
10/18/2022 - 04/04/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
11/07/2017 - 10/27/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sheboygan Falls WI)
WI
08/04/2008 - 11/07/2017
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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