Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Williamson is an investment advisor representative with Brookstone Wealth Advisors, LLC and has over 15 years of experience in the financial services industry. Joshua is registered with the state of Illinois as an Investment Advisor Representative and also holds Series 6, 26, 63, and 65 licenses. Joshua is a highly experienced and knowledgeable financial advisor committed to providing personalized investment and financial planning services to help individuals and families reach their financial goals. Prior to joining Brookstone Wealth Advisors, LLC, Joshua worked as a financial advisor for Transamerica Financial Advisors, Inc. and World Group Securities, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
IL
04/09/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
TN
01/06/2012 - 02/21/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (Murfreesboro TN)
CA
10/18/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CORONA CA)
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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