Unclaimed
Joshua Decker is a financial advisor with over 20 years of experience in the industry. He holds Series 63, 66, and 7 securities licenses, as well as a SIE. Joshua is a Certified Financial Planner and has a history of working with clients in a variety of areas, including individuals, high-net-worth individuals, pension and profit sharing plans. Joshua is currently registered with Great Valley Advisor Group, Inc. and is licensed in 21 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
1
2
MN
07/29/2024 - Present
Great Valley Advisor Group, Inc. (Burnsville MN)
MN
10/05/2006 - 08/28/2024
ADVANCED ADVISOR GROUP, LLC (ST PAUL MN)
OH
02/15/2005 - 10/09/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
05/22/2000 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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