Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Boltz is an investment advisor representative with Fidelity Personal And Workplace Advisors. Joshua has been in the industry since June 2005. Joshua has a Series 66 and Series 63 license, and is registered with the states of Kentucky, Ohio and Texas. Fidelity Personal And Workplace Advisors is an investment advisor firm that provides financial planning, educational seminars and selection of other advisors. The firm has approximately $1 billion to $10 billion in assets under management.
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.
1
2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 10/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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