Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wilcox is a financial advisor in Rockville, MD, and has been in the industry since March 2014. Joshua works with Ameritas Advisory Services, LLC and is registered to provide financial advice in Maryland, Nebraska and Colorado. Joshua has a wide range of experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Joshua is also an active member of the community and serves on the board of directors for the Tomorrow's Leaders NE Chapter of the Cystic Fibrosis Foundation.
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.
Solicitor fees
1
2
MD
01/31/2023 - Present
Ameritas Advisory Services, LLC (Rockville MD)
NE
06/04/2018 - 12/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
04/09/2018 - 05/10/2018
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
04/18/2013 - 07/18/2017
AMERITAS INVESTMENT CORP. (OMAHA NE)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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