Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Campora is a financial advisor with over 20 years of experience in the industry. Joshua is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7, 63, and 66 licenses. He provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Joshua worked at BANCWEST INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, WADDELL & REED, INC., AFS BROKERAGE, INC., and CHARLES SCHWAB & CO., INC. Joshua is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CO
05/31/2011 - Present
Wells Fargo Clearing Services, LLC (GOLDEN CO)
CO
08/12/2006 - 04/05/2011
BANCWEST INVESTMENT SERVICES, INC. (BRECKENRIDGE CO)
CO
10/22/2004 - 08/12/2006
INVEST FINANCIAL CORPORATION (LAKEWOOD CO)
KS
03/05/2004 - 08/20/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
10/04/2001 - 11/06/2003
AFS BROKERAGE, INC. (AUSTIN TX)
TX
10/20/1999 - 09/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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