Joshua ShaverCRD Number: 5350235
Current Firm: Securian Financial Services, Inc.
Joshua Shaver (CRD# 5350235) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 9 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Minnesota Life Insurance Co||St. Paul, MN||May 2007 - Current||9|
|Securian Financial Services, Inc.||St. Paul, MN||May 2007 - Current||9|
|Diamond State Financial Group||Newark, DE||May 2007 - Current||9|
|L & L Detailing||Newark, DE||Nov 2001 - Jun 2007||5|
|University Of Delaware||Newark, DE||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV