Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Timothy Barrett is a financial advisor with over 17 years of experience in the industry. Joshua has a Series 6, 7, 63 and 66 license. Joshua is currently registered with Cetera Investment Advisers LLC and has been with Cetera Investment Advisers LLC since October 2023. Joshua was previously registered with GENEOS WEALTH MANAGEMENT, INC. and FIRST INVESTORS CORPORATION. Joshua Timothy Barrett specializes in financial planning, portfolio management, and educational seminars.
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.
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
AZ
02/02/2024 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
05/28/2009 - 10/10/2023
GENEOS WEALTH MANAGEMENT, INC. (Scottsdale AZ)
AZ
10/24/2008 - 03/10/2009
FIRST INVESTORS CORPORATION (PHOENIX AZ)
NJ
08/16/2005 - 03/20/2008
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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