Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Turner is a financial professional with over 5 years of experience in the industry. Joshua currently works with Franklin Street Advisors Inc., a firm with 20 investment advisory professionals and approximately 1,563 client accounts. Joshua is registered with the states of North Carolina and Texas. Prior to working at Franklin Street Advisors Inc., Joshua worked at UBS.
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.
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 advice
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.
Security recommendations
1
2
NC
11/30/2020 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
NC
10/30/2014 - 01/11/2016
UBS FINANCIAL SERVICES INC. (WILMINGTON NC)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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