Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Childress is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Joshua has been working in the financial services industry since April 18, 2005. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31, and 66 licenses. Joshua is also registered in 23 states. Before joining Wells Fargo Clearing Services, LLC, Joshua worked at RBC CAPITAL MARKETS, LLC and EDWARD JONES.
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
SD
01/28/2025 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
05/06/2011 - 07/24/2014
RBC CAPITAL MARKETS, LLC (SIOUX FALLS SD)
SD
04/19/2005 - 05/09/2011
EDWARD JONES (CANTON SD)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2005
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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