Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua McKinley is a financial advisor with over 15 years of experience in the financial services industry. Joshua is currently registered with Twig Asset Management, LLC, a Minnesota-based Registered Investment Advisor firm. Joshua holds Series 7, 31 and 66 securities licenses, as well as a Series 63 license. Joshua is also registered as an Investment Advisor Representative in Minnesota. Joshua is a member of the National Association of Securities Dealers (NASD) and the Financial Industry Regulatory Authority (FINRA).
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.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
General consulting/1031 exchanges
1
2
MN
12/31/2019 - Present
Twig Asset Management, LLC (EDEN PRAIRIE MN)
MN
07/01/2014 - 01/26/2021
AEI SECURITIES, INC. (ST. PAUL MN)
MN
01/16/2009 - 12/04/2009
AEI SECURITIES, INC. (ST. PAUL MN)
MN
07/10/2006 - 10/16/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (MINNEAPOLIS MN)
MN
04/12/2004 - 07/13/2006
MORGAN STANLEY DW INC. (MINNEAPOLIS MN)
MN
11/03/2003 - 02/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/2003 - 02/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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