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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joslin is a financial advisor associated with Beacon Pointe Advisors, LLC. Michael has been in the financial industry since 1986. Michael is registered to provide investment advisory services in Texas and Washington. Michael's previous experience includes roles at KMS FINANCIAL SERVICES, INC. and Paine Webber Incorporated. Michael holds the Series 63, Series 65, Series 7 and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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WA
06/18/2024 - Present
Beacon Pointe Advisors, LLC (Redmond WA)
WA
07/15/1999 - 10/31/2017
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
NJ
07/31/1991 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/21/1986 - 07/31/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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