Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hawkins is a financial advisor with Leverty Financial Group, LLC. Joshua is based in Hudson, Wisconsin. Joshua has been in the financial services industry since 2011. Joshua is registered with the state of Wisconsin as an Investment Advisor Representative. Joshua specializes in retirement planning, investments, and insurance.
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.
Helps you choose top advisors aligned with your financial 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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WI
09/16/2020 - Present
Leverty Financial Group, LLC (HUDSON WI)
WI
11/08/2011 - 09/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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