Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zach is a financial advisor with Canvas Wealth Advisors, LLC located in SHAWNEE, KS. Joshua has been in the industry since 2019. Joshua holds the Series 66 and Series 7TO securities licenses. Joshua also has a Certified Financial Planner designation. Joshua's previous experience includes roles at Edward Jones and Cognizant.
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.
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
KS
11/02/2020 - Present
Canvas Wealth Advisors, LLC (SHAWNEE KS)
KS
02/09/2019 - 10/27/2020
EDWARD JONES (OVERLAND PARK KS)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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