Unclaimed
Joshua Ward is a financial advisor with over 20 years of experience in the industry. Joshua is currently registered with Dinan Capital Advisors. Joshua is licensed in Arizona. Joshua holds the Series 7, Series 63, Series 79, and SIE licenses. Joshua is experienced in Investment Banking, Financial Advisory, and Securities.
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.
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.
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2
AZ
01/04/2012 - Present
Dinan Capital Advisors (PHOENIX AZ)
NJ
09/06/1994 - 11/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/19/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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