Unclaimed
Joshua Frey is a financial advisor registered with Fidelity Brokerage Services LLC. Joshua has been in the securities industry since April 10, 2015 and is licensed to sell securities in all 50 states, as well as the District of Columbia and Puerto Rico. He holds the Series 7, Series 63, and SIE licenses. Fidelity Brokerage Services LLC is a brokerage firm that offers a wide range of investment products and services.
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.
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TX
04/11/2015 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 04/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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