Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cervantes is a financial advisor with Valic Financial Advisors, Inc. located in Woodland Hills, California. Joshua is registered as a Registered Representative and an Investment Advisor Representative. Joshua has been in the financial industry since October 2020.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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CA
11/07/2022 - Present
Valic Financial Advisors, Inc. (WOODLAND HILLS CA)
CA
10/16/2020 - 07/28/2022
NYLIFE SECURITIES LLC (RIVERSIDE CA)
BOTH
Issued 11/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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