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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Thomas Bilisko is an investment advisor representative with Evergreen Capital Management LLC, registered with the state of Washington. Joshua has been in the industry since 2020 and is currently licensed to provide investment advice in the state of Michigan. Joshua has a Series 65 license and has passed the Securities Industry Essentials Examination (SIE). Joshua has worked for several financial firms in the state of Michigan. Joshua has a strong track record of providing high-quality investment advice to clients. Joshua's areas of specialization include financial planning, portfolio management, and educational seminars. Joshua also offers unsolicited investment advice on an ad hoc basis. Joshua is committed to providing clients with the best possible investment experience.
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.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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WA
10/17/2024 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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