Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Binod? Claim Your ProfileBinod Joshi is a financial advisor at Fidelity Personal And Workplace Advisors, where he has been working since December 2023. Prior to that, Binod Joshi was a financial advisor at Citizens Securities, INC. Binod Joshi has worked in the financial services industry since January 15, 2017. He holds the Series 6, 7TO, 63, and 65 licenses. Binod Joshi is a licensed financial advisor in 52 states and the District of Columbia. Binod Joshi specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. He also provides financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
06/13/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/03/2022 - 11/13/2023
CITIZENS SECURITIES, INC. (IRVING TX)
TX
11/07/2016 - 04/30/2022
J.P. MORGAN SECURITIES LLC (IRVING TX)
IA
Issued 09/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Binod Joshi is the right advisor for you? Invested Better is here to help.
