Unclaimed
Joshua Durst is an investment advisor representative with Edward Jones. Joshua has been working in the financial services industry since August 31, 2005. Joshua is registered with the state of Michigan as an investment advisor representative. Joshua holds the Series 66, Series 63 and Series 7 licenses. Joshua is also registered with the state of Alaska, Arizona, California, Florida, Illinois, Maryland, Michigan, Minnesota, Missouri, Oregon, Tennessee, Washington, West Virginia and Wisconsin.
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.
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.
See schedule d - miscellaneous
1
2
MI
02/16/2010 - Present
Edward Jones (GLADSTONE MI)
WI
01/12/2005 - 02/04/2009
EDWARD JONES (GREEN BAY WI)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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