Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Legan is a financial advisor who is currently registered with U.S. Bancorp Investments, Inc. in Waukesha, Wisconsin. Joshua has over 6 years of experience in the financial services industry. Joshua holds Series 6 and Series 63 licenses. Joshua has specialized in the following areas: Retirement Planning, College Savings, Estate Planning, Insurance and Mutual Funds.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
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2
WI
03/30/2020 - Present
U.s. Bancorp Investments, Inc. (Waukesha WI)
WI
01/13/2014 - 03/13/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (GREENDALE WI)
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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