Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Levine is a financial professional with over 25 years of experience in the financial services industry. Joshua is currently registered with Wells Fargo Securities, LLC and has been with the firm since 2003. Prior to joining Wells Fargo Securities, LLC, Joshua was registered with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Joshua is licensed to sell securities in all 50 states. Joshua holds a Series 7, Series 52, Series 57TO, Series 79TO, Series 99TO, and the SIE licenses.
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.
1
2
NC
07/01/2003 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MO
10/02/2000 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
05/31/1996 - 04/12/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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