Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Folsom is a financial advisor with over 15 years of experience in the financial services industry. Joshua is currently registered with Fidelity Personal And Workplace Advisors, a firm that provides investment advisory and financial planning services to individuals, businesses, and institutions. Previously, Joshua worked with AIG Capital Services, Inc., and Jackson National Life Distributors LLC. Joshua specializes in providing financial advice and investment management services to individual clients, corporations, and pension and profit-sharing plans. Joshua holds a Series 6, 7, 9, 10, 26, and 66 license and the SIE designation.
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
TX
03/31/2022 - Present
Fidelity Personal AND Workplace Advisors (SUGAR LAND TX)
TX
04/01/2019 - 01/13/2020
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
09/21/2016 - 03/03/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
CO
10/10/2006 - 08/04/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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