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Joshua A

Series 63, Series 65

Saint Louis, MO

AIS Financial

Joshua Armstrong is a financial advisor at AIS Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles, including as a contractor consultant and at Dan Jones & Associates Certified Public Accountants. Armstrong’s career also includes experience with the St. Louis Board of Education and Wayneco Financial LLC. AIS Financial serves individual investors, business owners, corporations, partnerships, and endowments by providing discretionary portfolio management and comprehensive financial planning. The firm uses a multi-method investment approach and offers services such as pension consulting, client education, and access to non-traditional strategies and alternative investments.

Active portfolio management Options & derivatives strategies Real estate investing Annuities
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