Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Robert Green is a financial advisor with over 20 years of experience in the industry. Joshua currently works at Lincoln Financial Distributors, Inc. Previously, Joshua was registered with LINCOLN FINANCIAL ADVISORS CORPORATION, VALIC FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. Joshua is licensed to sell securities in Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina and Tennessee.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
09/29/2006 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
TX
04/03/2001 - 09/19/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/03/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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