Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Baltzer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joshua has been in the industry for over 6 years. Joshua specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Joshua is registered to provide securities and investment advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, South Dakota, Texas, Utah, Virginia, and Wisconsin. Joshua holds the Series 66, Series 7, and SIE exams.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/08/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
03/08/2018 - 01/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNETONKA MN)
BOTH
Issued 04/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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