Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Woodard is an investment advisor representative with Seia. Joshua is licensed to provide investment advice in California. Joshua previously worked for OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC.. Joshua has been in the securities industry since 2016.
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.
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
07/18/2017 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (LOS ANGELES CA)
CA
10/10/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
BOTH
Issued 07/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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