Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Roman Huezo is a financial advisor with Thrivent Investment Management Inc., registered in both California and Texas. Joshua has been in the industry since 2023. He offers a wide range of services including financial planning and portfolio management for both businesses and individuals. He is also registered to provide investment advice in California and Texas. Joshua has obtained a Series 7TO and Series 66 license, as well as the SIE exam, which demonstrates his commitment to meeting industry standards.
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.
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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CA
05/21/2024 - Present
Thrivent Investment Management Inc. (Irvine CA)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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