Unclaimed
Joseph Robert Hughes is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Joseph Robert Hughes is located in Merrimack, NH and has been in the industry since August 29, 2019. Joseph Robert Hughes holds the Series 63, Series 66, Series 7TO, and SIE licenses. Joseph Robert Hughes is registered with the state of Massachusetts as an investment advisor representative and in Texas as both an investment advisor representative and a securities representative. Joseph Robert Hughes specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Joseph Robert Hughes has a total of 21 active state securities registrations, and 2 active Investment Adviser Representative registrations, and 2 active State Investment Advisor registrations.
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
NH
02/12/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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