Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Newman is a registered investment advisor representative with First Citizens Investor Services, Inc. located in Raleigh, North Carolina. Josh is a Series 63 and 65 licensed investment advisor representative with over 16 years of experience in the financial industry. Josh specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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NC
03/17/2022 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
IA
Issued 03/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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