Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Woodring is a Registered Representative and Investment Adviser Representative with Schwab Wealth Advisory, Inc. Joshua has been in the industry since November 2017. Joshua is licensed in 53 states and the District of Columbia. Joshua holds FINRA Series 3, 7, 34, and 66 licenses. Joshua also holds a Series 63 license. Joshua has experience with TD AMERITRADE, 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
01/05/2024 - Present
Schwab Wealth Advisory, Inc. (WESTLAKE TX)
TX
11/14/2017 - 01/25/2024
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/24/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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