Josh Hovda joined Financial Solutions in 2014. Mr. Hovda graduated from the University of New Mexico’s Anderson School of Business in 2008 with a BA in Business Administration. He holds Series 7 and 66 registrations, which allow him to do fee-based and commission-based investment portfolio oversight and management. Mr. Hovda also has his New Mexico insurance license (life, health, and variable annuity).
Mr. Hovda serves the firm in a variety of ways. He provides financial analyses for individual investors, researches product performance, and monitors portfolio investments, transfers and internal transactions.
Mr. Hovda’s experience and forte center on employee benefits. In addition to being an Investment Advisor he manages and oversees Financial Solution’s 401(k)s and SIMPLE IRAs. Mr. Hovda interfaces with each Plan Trustee and business owner. Additionally, his securities registrations allow him to advise plan participants on the allocation of their plan assets.
Pertinent Professional Education and Licenses
|CFP®||National Exam covering 8 principal knowledge topic categories (Professional Conduct and Regulation, General Financial Planing Principles, Education Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning)|
|BBA||University of New Mexico Anderson School of Business|
|Series 7||General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)|
|Series 66||Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam|