Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Trahan is a registered representative with Wells Fargo Advisors Financial Network, LLC in Pensacola, FL. Joshua has been in the industry since June 2004, and is licensed in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, Mississippi, New Hampshire, New York, North Carolina, Pennsylvania, South Dakota, Tennessee, Texas, and Washington. Joshua has a Series 66 license as well as Series 7 and SIE exams. Premier Coast Advisors is Joshua’s investment-related business and he is also a co-trustee for the Premier Coast Advisors 401k FBO Practice, self and associates.
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.
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.
Investment consulting services to institutional clients
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
FL
08/13/2021 - Present
Wells Fargo Advisors Financial Network, LLC (PENSACOLA FL)
FL
01/01/2008 - 08/13/2021
WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)
FL
06/11/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PENSACOLA FL)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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