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 Traxler is a financial advisor at LPL Financial LLC. Joshua has been in the financial services industry since December 20, 2007. Joshua is licensed to provide financial advice in South Carolina. Joshua also has a Series 6, 7, 24, 63, and SIE.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/23/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/19/2020 - 09/13/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
SC
11/24/2017 - 11/10/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
12/04/2007 - 11/24/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 12/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2022
Series 4 - Registered Options Principal Examination
BC
Issued 02/29/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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