Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Clapp is an investment advisor representative with Fidelity Personal And Workplace Advisors. Joshua has over 10 years of experience in the financial services industry. Previously, Joshua was a registered representative at Northern Trust Securities, Inc. and Chase Investment Services Corp. Joshua is licensed to provide securities and investment advisory services in 53 states. Joshua holds the Series 6, 7, 63, 65 and 66 licenses, as well as the SIE exam. Joshua specializes in portfolio management for individuals and businesses. He also provides financial planning 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
IN
06/01/2021 - Present
Fidelity Personal AND Workplace Advisors (VALPARAISO IN)
IL
11/15/2011 - 08/05/2019
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IN
06/07/2007 - 12/31/2010
CHASE INVESTMENT SERVICES CORP. (MUNSTER IN)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joshua Clapp is the right advisor for you? Invested Better is here to help.
