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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 Park is a financial advisor with Foundations Investment Advisors LLC, a firm with offices in Phoenix, AZ, and Denver, CO. Joshua is registered as an Investment Adviser Representative in Colorado. Joshua has a diverse background in the financial industry, with experience at State Farm VP Management Corp., Jackson National Life Distributors LLC, and Northwestern Mutual Investment Services, LLC. Joshua has passed the Series 6, Series 63, and Series 65 examinations. Joshua specializes in providing financial planning, educational seminars, and portfolio management services to individuals and corporations. The firm's website offers more information about the investment services they provide.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
07/11/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IL
11/16/2009 - 01/12/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CO
02/05/2008 - 07/10/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
06/18/2007 - 01/03/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
IA
Issued 07/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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