Joshua Paulus

Managing Partner - Financial Advisor

We found the following information about Joshua Paulus at Xy Planning Network, where Joshua Paulus has worked as a Member since 2019. Joshua's total work experience is over 13 years, during which time this expert had at least nine jobs at different companies to develop professional skills. Joshua studied at the City University of Seattle from 2015 to 2020. Joshua received the following certifications: Series 7 General Securities Representitive, Series 63 Uniform Securities Agent State Law, and Lacrosse Coach Level 2. Joshua Paulus currently is located in Port Orchard, Washington. You can contact with Joshua by looking for phone or email or get further information by requesting access to Joshua Paulus's additional details from SoftwareOfficial.
Name variants:
Joshuah Paulus, Josh Paulus
Last updated May 29, 2024

Contact Information

Last Update
Jul 14, 2022
Email
jp**@scottrade.com, jo**@gmail.com
Location
Port Orchard, WA

Workplace

XY Planning Network
Member

Industry

Financial Services

Work History

Member

Bozeman, MT
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.
from Jul 2019

Director

Director of Lacrosse Operations. Providing select level playing opportunities for grades elementary through high school. Summer and Fall Field Lacrosse and Winter Box Lacrosse.
from Jul 2018

Managing Partner - Financial Advisor

Gig Harbor, WA
from Jul 2018

Financial Advisor

Bremerton, WA
Build a sound financial future, and protect it. To help you meet your financial goals, Kitsap Credit Union offers a wide range of investment services exclusively to members through LPL Fin...
Aug 2017 — Jun 2018

Head Coach Varsity Lacrosse

2689 Hoover Ave, Port Orchard, WA 98366
from Dec 2017

Investment Consultant

Saint Louis, MO
Scottrade, Inc., a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome barriers to fi...
Aug 2013 — Aug 2017

Business Owner

Owner Operator at Door 4 Auto Glass, LLC. Front and back office operations, accounting/bookkeeping, client relations and relationship management. Windshield replacement, water leak repair, h...
Jan 2009 — Jun 2013

Marine Science Technician 2

Designated Waterfront Facility Inspector/ Oil and Chemical Spill Investigator/ Shipping Container Inspections
Jan 2007 — Dec 2008

Marine Science Technician 3

National Response Center, Coast Guard Headquarters, Washington, D.C.
Jan 2003 — Dec 2006

Education

Occupations

Executive
Managing Partner
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Director
Partner
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Operations Management
Military
Security Clearance
Military Operations
Operational Planning
Command
Military Experience
Organizational Leadership
Logistics Management
Inspection
Management
Security
Emergency Management
Government
National Security
Coaching
Customer Service
Leadership
Microsoft Excel
Outlook
Risk Management
Strategic Planning
Team Building
Veterans
Microsoft Office
Finance
Sales
Portfolio Management
Financial Services

FAQs about Joshua Paulus

What is the profession of Joshua Paulus?

This professional's job is Managing Partner - Financial Advisor

What are the main profession of Joshua Paulus?

These person's professions are Executive and Managing Partner

Where does Joshua Paulus currently live?

Port Orchard, Washington is the place where Joshua Paulus lives

Does Joshua Paulus have the email address?

jp**@scottrade.com and jo**@gmail.com is Joshua Paulus's email address.

Where did Joshua Paulus work?

The professional worked at Xy Planning Network, Yetis Lacrosse.

Where has Joshua Paulus studied?

Joshua studied at the City University of Seattle from 2015 to 2020.

What are the certifications of Joshua Paulus?

The expert received the following certifications: Series 7 General Securities Representitive, Series 63 Uniform Securities Agent State Law, and Lacrosse Coach Level 2.

Are there any special industries Joshua Paulus works in?

This professional works in Financial Services industry.
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