Unclaimed
Joshua Shane Bolan is a financial advisor registered in 6 states with Cambridge Investment Research, Inc. He is also registered with the Securities Industry and Financial Markets Association (FINRA). Joshua has been in the industry since December 22, 2016. His prior experience includes working with Hornor, Townsend & Kent, LLC.
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.
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.
1
2
KS
02/09/2022 - Present
Cambridge Investment Research, Inc. (Wichita KS)
KS
12/22/2016 - 02/10/2022
HORNOR, TOWNSEND & KENT, LLC (WICHITA KS)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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