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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Betts is a financial advisor with Aletheian Wealth Advisors LLC, a firm based in Bellevue, Washington. Joshua has been in the financial services industry since 2006. He specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. Joshua holds the Series 7, 63, and 66 licenses. He is also a Certified Financial Planner and a Chartered Financial Analyst. He is passionate about helping clients achieve their financial goals and has extensive experience in working with clients who are approaching retirement.
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.
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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WA
08/27/2019 - Present
Aletheian Wealth Advisors LLC (BELLEVUE WA)
WA
11/04/2015 - 03/24/2016
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
IL
05/29/2007 - 08/27/2008
CLAYMORE SECURITIES, INC. (GENEVA IL)
MA
09/18/2006 - 06/01/2007
A I M DISTRIBUTORS, INC. (MANCHESTER MA)
IL
07/13/2006 - 09/18/2006
ALPS DISTRIBUTORS, INC. (WHEATON IL)
BC
Issued 11/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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