Unclaimed
Joshua Ervasti is a financial advisor at Commonwealth Financial Network, located in West Des Moines, IA. Joshua has been in the industry for over 13 years and has a strong track record of success. Joshua's approach to financial planning is personalized and tailored to meet each client's unique needs. Joshua is committed to helping clients achieve their financial goals, whether it's saving for retirement, paying for college, or protecting their assets. Joshua is a registered representative of Commonwealth Financial Network.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
02/18/2022 - Present
Commonwealth Financial Network (West Des Moines IA)
IA
02/17/2022 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (West Des Moines IA)
IA
05/14/2010 - 02/22/2022
NYLIFE SECURITIES LLC (WEST DES MOINES IA)
IA
Issued 04/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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