Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Tomeoni is an investment advisor representative at MML Investors Services, LLC. Joshua is based in Washougal, WA and has been in the industry since 2011. Joshua has a Series 7 and Series 66 license and is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
10/05/2021 - Present
MML Investors Services, LLC (Washougal WA)
OR
09/26/2011 - 09/26/2019
PARK AVENUE SECURITIES LLC (LAKE OSWEGO OR)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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