Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Allen Winkle is a financial advisor with over 15 years of experience in the industry. Currently, Joshua Winkle is registered with Wells Fargo Securities, LLC and has been with the firm since 2010. Joshua Allen Winkle also previously worked at CREDIT SUISSE SECURITIES (USA) LLC. Joshua Winkle holds a Series 7, Series 79, and Series 66 license. Joshua Winkle is registered in 52 states.
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.
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.
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NC
09/15/2010 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
GA
07/26/2005 - 01/25/2007
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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