Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Puckett is a financial advisor with Fidelity Personal And Workplace Advisors. Joshua is a registered representative with Series 7 and Series 66 licenses. Joshua has been in the financial services industry for over 12 years. In his career, Joshua has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Investment Management Services LLC, and Voya Financial Advisors, Inc. Joshua is also a partner at KEEN EYE CONSULTANTS LLC, where he helps produce STEM and family-friendly content. Joshua is registered with the state of California as an investment advisor representative and is a registered representative with FINRA. Joshua helps clients with a variety of financial needs, including financial planning, portfolio management, 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.
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.
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2
CA
01/22/2024 - Present
Fidelity Personal AND Workplace Advisors (STANFORD CA)
CA
07/30/2019 - 10/30/2023
VOYA FINANCIAL ADVISORS, INC. (SAN FRANCISCO CA)
NJ
03/13/2017 - 07/26/2019
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CA
07/11/2011 - 02/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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