Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bailey King is a financial advisor with over 5 years of experience in the financial services industry. Joshua is registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 66, and SIE licenses. Joshua has previously worked with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua provides financial planning, investment management, and investment consulting services to individuals, families, and businesses. Joshua is committed to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/25/2021 - Present
Wells Fargo Clearing Services, LLC (PITTSBURGH PA)
CO
02/12/2021 - 03/30/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
09/06/2019 - 01/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
PA
03/30/2018 - 07/26/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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