Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Yoonkun Jun is a registered representative with LPL Financial LLC and has been in the financial services industry since September 3, 2007. Joshua has experience with Bankers Life Securities, Inc., ProEquities, Inc., UVEST Financial Services Group, Inc., Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Joshua has a Series 7, Series 66, and SIE license and holds licenses in Arizona, Oregon, and Washington. Joshua's current role is as a Registered Representative in the Federal Way office of LPL Financial 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.
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
WA
02/11/2021 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
05/26/2016 - 12/14/2020
BANKERS LIFE SECURITIES, INC. (LYNWOOD WA)
WA
05/25/2010 - 05/26/2016
PROEQUITIES, INC. (LYNWOOD WA)
WA
01/31/2008 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (UNIVERSITY PLACE WA)
WA
10/17/2005 - 04/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
KS
09/09/2005 - 10/03/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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