Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Grotheer is a financial advisor with Edward Jones in Madison, Wisconsin. Joshua has been in the financial services industry for over 15 years and has held registrations in multiple states. Joshua has a series 6, 7, 63, and 66 and holds the Certified Financial Planner designation. Joshua has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Joshua is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
WI
12/05/2018 - Present
Edward Jones (MADISON WI)
WI
02/14/2012 - 09/18/2018
FIDELITY BROKERAGE SERVICES LLC (MIDDLETON WI)
AZ
01/12/2010 - 01/25/2012
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/04/2008 - 12/03/2009
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
BOTH
Issued 09/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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