Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Curran is a financial advisor with Wells Fargo Clearing Services, LLC. Joshua has over 30 years of experience in the financial services industry. Joshua is registered with the state of Georgia and Texas. Joshua holds the Series 7, Series 31 and Series 63 licenses. He is also a Certified Financial Planner. Joshua specializes in providing financial planning services to individuals, families, and businesses. Joshua has worked with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. in the past. Joshua is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
GA
03/22/2024 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
02/13/2013 - 03/28/2024
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
10/25/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
03/26/2002 - 10/27/2011
ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)
WI
01/01/2002 - 03/08/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/27/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
07/31/1998 - 08/24/1998
ROBERT W. BAIRD & CO. INCORPORATED
NY
05/17/1993 - 08/11/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
01/15/1993 - 05/11/1993
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
CO
11/12/1992 - 12/03/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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