Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Holwerda is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in Austin, TX. Joshua has been in the industry for over 10 years, previously working at Thrivent Investment Management Inc. in Minneapolis, MN. Joshua has passed the Series 7, Series 63, Series 65 and SIE exams. Joshua Holwerda specializes in providing financial advice to individuals, corporations and businesses, pension plans, high-net-worth individuals, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
05/22/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
MN
11/22/2022 - 03/27/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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