Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Winkler is a financial advisor with TD Private Client Wealth LLC. Joshua has been in the financial services industry since February 4, 2004. Joshua holds licenses in Maine, Massachusetts, New Hampshire, South Carolina, and Vermont. Joshua specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Joshua also provides selection of other advisors and publication of periodicals. Joshua has previously worked at Citizens Securities, Inc., PNC Investments, TD Ameritrade, Inc., Lincoln Financial Advisors Corporation, MetLife Securities Inc., Ameriprise Financial Services, Inc., TD Wealth Management Services Inc., BANCNORTH INVESTMENT GROUP, INC., NEXT FINANCIAL GROUP, INC., and Fidelity Brokerage Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
10/12/2023 - Present
TD Private Client Wealth LLC (Manchester NH)
NH
11/28/2018 - 03/25/2022
CITIZENS SECURITIES, INC. (PORTSMOUTH NH)
OH
08/12/2016 - 05/15/2018
PNC INVESTMENTS (OAKWOOD OH)
WA
05/03/2016 - 06/14/2016
TD AMERITRADE, INC. (SEATTLE WA)
OH
06/04/2015 - 04/27/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
OH
07/14/2011 - 06/17/2015
METLIFE SECURITIES INC. (CINCINNATI OH)
NH
03/04/2010 - 02/01/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
NH
11/17/2009 - 02/18/2010
TD WEALTH MANAGEMENT SERVICES INC. (CONCORD NH)
NH
12/14/2007 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (SUNCOOK NH)
NH
06/04/2007 - 06/27/2007
NEXT FINANCIAL GROUP, INC. (NASHUA NH)
NH
12/05/2001 - 12/20/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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