Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua French is a financial professional with over 15 years of experience in the industry. Joshua is currently registered with Charles Schwab & CO., Inc. in Westlake, Texas. Joshua has also previously worked with TD Ameritrade, Inc., PFS INVESTMENTS INC., and DEAN WITTER REYNOLDS INC. Joshua holds multiple licenses including Series 6, 7, 24, 63, and 65. Joshua has a strong track record of success in providing financial advice to individual clients and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/30/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
01/09/2020 - 07/06/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
11/04/2017 - 12/17/2019
PFS INVESTMENTS INC. (ESCONDIDO CA)
NY
01/05/2000 - 09/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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