Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zahn is a financial advisor with Cetera Investment Advisers LLC. Joshua has been in the financial services industry since 2016. Joshua has Series 66, SIE and Series 7 licenses. Joshua is registered in Arizona, California, Georgia, Iowa, Minnesota, Tennessee and Texas. Joshua specializes in working with individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Cetera, Joshua was employed with RAYMOND JAMES FINANCIAL SERVICES, INC. and LPL FINANCIAL LLC. Joshua's office is located in Gilbert, AZ.
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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AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (GILBERT AZ)
AZ
02/21/2019 - 04/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Gilbert AZ)
AZ
11/14/2016 - 02/27/2019
LPL FINANCIAL LLC (SCOTTSDALE AZ)
BOTH
Issued 3/6/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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