Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Alexander Murray is a registered investment advisor representative (IAR) and securities agent in North Carolina, with State Farm Investment Management Corp.. Joshua is a licensed financial professional who has been in the financial services industry since December 2023, focused on helping individuals and investment companies with their financial goals. Joshua has passed the Series 63, 65 and SIE exams. Joshua holds a Series 6TO and works with a variety of clients, including investment companies. Joshua is also the owner of Josh Murray's Insurance Agency in Asheboro, North Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NC
12/19/2023 - Present
State Farm Investment Management Corp. (Asheboro NC)
BC
Issued 12/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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