Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mesenburg is a financial advisor with Cetera Investment Advisers LLC. Joshua has been a registered representative and investment advisor for 18 years. Joshua is also an independent insurance agent with UIS Insurance & Investments.
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.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (SANDUSKY OH)
OH
07/02/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (SANDUSKY OH)
OH
02/09/2010 - 05/10/2012
THE HUNTINGTON INVESTMENT COMPANY (NORTH OLMSTED OH)
OH
06/01/2009 - 01/07/2010
FIFTH THIRD SECURITIES, INC. (SANDUSKY OH)
OH
09/19/2005 - 12/22/2008
CITIGROUP GLOBAL MARKETS INC. (SANDUSKY OH)
IA
Issued 9/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 9/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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