Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Adkins is a financial professional with over 13 years of experience in the industry. Joshua has been registered with the Securities and Exchange Commission (SEC) since 2013. Joshua is currently a registered representative with Osaic Institutions, Inc. and has been with the firm since 2024. Previously, Joshua was a representative for MWA Financial Services Inc., and State Farm VP Management Corp. Joshua holds Series 6, 26, 63 and 65 licenses and is registered in Kentucky, North Carolina, Tennessee, and Virginia. Joshua has a strong background in financial planning, portfolio management and investment advisory services for individuals and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
TN
07/17/2024 - Present
Osaic Institutions, Inc. (Johnson City TN)
TN
08/21/2015 - 07/29/2024
MWA FINANCIAL SERVICES INC. (GREENEVILLE TN)
IL
02/12/2014 - 08/06/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
VA
04/04/2013 - 12/31/2013
MWA FINANCIAL SERVICES INC. (COEBURN VA)
TN
01/11/2005 - 03/30/2007
BI INVESTMENTS, LLC (KINGSPORT TN)
IA
Issued 03/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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