Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Neal is a financial advisor with Arvest Wealth Management, where Joshua has been registered since January 2019. Prior to that, Joshua was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Little Rock, AR from June 2014 to February 2016 and New York, NY from September 2016 to September 2017. Joshua also works for Arvest Bank in Little Rock, AR. Joshua has been in the industry since April 2011. Joshua holds Series 7, Series 66, and SIE licenses and provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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2
AR
01/09/2019 - Present
Arvest Wealth Management (LITTLE ROCK AR)
NY
09/02/2016 - 09/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AR
06/23/2014 - 02/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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