Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Steven Daily is a financial advisor with LPL Financial LLC. Joshua has been in the financial services industry since 2013. He currently holds licenses in Alabama and Texas. Joshua is a Certified Financial Planner™ professional. In addition to his work at LPL Financial LLC, Joshua also has a real estate rental business in Madison, Alabama. He has experience with several firms, including Cetera Investment Services LLC, Wells Fargo Clearing Services, LLC, and PNC Investments. Joshua has expertise in a variety of financial areas, including retirement planning, college savings, insurance, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
07/14/2022 - Present
LPL Financial LLC (MADISON AL)
AL
02/11/2018 - 02/03/2020
CETERA INVESTMENT SERVICES LLC (FLORENCE AL)
AL
12/18/2014 - 02/13/2018
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
AL
05/23/2013 - 12/16/2014
PNC INVESTMENTS (DECATUR AL)
BOTH
Issued 07/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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