Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Brandon Estes is a financial advisor with over six years of experience in the financial services industry. Joshua has a strong background in investments and financial planning and is committed to providing personalized guidance to help clients achieve their financial goals. Joshua works at &partners, a financial advisory firm with a strong reputation for providing comprehensive financial services. The firm has over 170 investment advisor representatives and manages over $1 billion in assets. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
TN
02/02/2024 - Present
&partners (NASHVILLE TN)
SC
01/22/2018 - 02/05/2024
EDWARD JONES (COLUMBIA SC)
BOTH
Issued 02/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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