Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua William Pryor is an investment advisor representative registered with Wealth Enhancement Advisory Services, LLC, with a branch office in Plymouth, Minnesota. Joshua is a Series 6, Series 63, and Series 65 licensed professional. Joshua began his career in the financial services industry in 2005 and has experience with Manning & Napier Investor Services, Inc. and HSBC Securities (USA) Inc. Joshua has been registered with Wealth Enhancement Advisory Services, LLC since April 26, 2022, providing financial advice in New York.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/26/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
07/25/2011 - 05/10/2022
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
NY
01/06/2010 - 07/11/2011
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
12/09/2005 - 12/15/2009
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
12/09/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
IA
Issued 09/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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