Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Daniel Huggins is a registered representative with Capital Investment Advisory Services, LLC. Joshua holds the Series 7TO and SIE licenses. Joshua has been in the financial industry since 2014, providing financial planning, pension consulting and selection of other advisors. Joshua has experience in various industries including diving, insurance, and investment advising. Joshua is also a registered insurance agent with The McDaniel Corp.
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.
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.
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NC
11/18/2024 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
BC
Issued 08/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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