Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Stuart Smith is a financial advisor with Oneascent Financial Services LLC in Decatur, Indiana. Joshua has been working in the financial services industry since July 2022. Joshua is a Registered Investment Advisor (RIA) and holds the Series 66, Series 7TO, and SIE exams. Joshua specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and charitable organizations. Joshua's areas of expertise include retirement planning, college savings, estate planning, and insurance. Joshua is committed to helping clients achieve their financial goals.
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
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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2
IN
10/04/2022 - Present
Oneascent Financial Services LLC (Decatur IN)
IN
07/15/2022 - 10/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (DECATUR IN)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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