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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua William Goodwin is a financial advisor with Fisher Investments. Joshua has been in the industry for 2 years and is registered as an Investment Advisor Representative in Florida and Texas. Joshua previously worked at Thrivent Investment Management Inc. Joshua holds the Series 63, Series 65, Series 6TO and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/11/2022 - Present
Fisher Investments (PLANO TX)
IN
08/11/2020 - 03/08/2022
THRIVENT INVESTMENT MANAGEMENT INC. (SOUTH BEND IN)
IA
Issued 09/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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