Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Reed is an investment advisor representative at Osaic Wealth, Inc. Joshua is registered with FINRA and has been in the industry since 2024. Joshua has passed the SIE and Series 7 exams. Joshua specializes in a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Joshua's office is located at 10925 Antioch Rd, Suite 205 in Overland Park, KS.
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.
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
KS
05/20/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
BC
Issued 05/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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