Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cotten is a financial advisor who has been in the industry since 2008. Joshua is currently registered with LPL Financial LLC and has been with them since January 2021. Previously, Joshua was a registered representative with Raymond James Financial Services, Inc. and Edward Jones. Joshua is licensed to provide financial advice in 26 states including Oklahoma, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Massachusetts, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oregon, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
01/08/2021 - Present
LPL Financial LLC (MUSKOGEE OK)
OK
07/14/2017 - 01/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MUSKOGEE OK)
OK
01/01/2008 - 07/17/2017
EDWARD JONES (MUSKOGEE OK)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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