Unclaimed
Joshua Laxson is a financial advisor with Voya Financial Advisors, Inc. based in Opelika, Alabama. Joshua has been in the financial industry since 2013. Joshua is licensed in Alabama, Florida, Georgia, and Ohio. Joshua has earned the Series 6, 7, 63, and 65 licenses. Joshua is a Certified Financial Planner and offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
04/02/2015 - Present
Voya Financial Advisors, Inc. (OPELIKA AL)
AL
08/16/2013 - 09/27/2013
ING FINANCIAL PARTNERS, INC. (BIRMINGHAM AL)
NC
07/24/2012 - 12/04/2012
ING FINANCIAL PARTNERS, INC. (RALEIGH NC)
IA
Issued 03/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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