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Josh Weller
Financial expert with sustainable investing and wealth management expertise.
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Location
Lakeland, Florida, United States, US
Skills
- Sustainable Investing
- Wealth Management
- Financial Planning
- Investment Management
- Retirement Planning
- Show all
Bio
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Topline AI
Josh Weller is a seasoned financial professional with expertise in sustainable investing, wealth management, and retirement planning. He holds certifications such as the Florida 2-15 Insurance and the Retirement Income Certified Professional, and has passed the Series 65 Uniform Investment Advisor Law Exam.
Credentials
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Florida 2-15 Insurance - Life, Var Annuity, Health (reciprocality in other states) - past
Florida Department of Financial ServicesJan, 2019- Apr, 2026 -
Retirement Income Certified Professional® (RICP®) - past
The American College of Financial ServicesJul, 2022- Apr, 2026 -
Series 65 Uniform Investment Advisor Law Exam - past
FINRAJan, 2016- Apr, 2026
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Industry Focus. “Financial Services”
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