Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Shank is a financial advisor who has been in the industry since 2014. Joshua is registered with Fifth Third Securities, Inc. and is licensed to conduct business in 23 states. Joshua also has experience with Sigma Financial Corporation. Joshua's specialties include portfolio management for individuals and businesses, financial planning, and the selection of other advisors. Joshua holds the Series 66, Series 7, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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2
OH
03/18/2016 - Present
Fifth Third Securities, Inc. (DUBLIN OH)
IN
05/21/2014 - 02/09/2016
SIGMA FINANCIAL CORPORATION (FORT WAYNE IN)
BOTH
Issued 3/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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