Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Tenzler is a financial advisor with Fidelity Personal and Workplace Advisors. Joshua has been in the financial services industry since January 24, 2019 and holds Series 7, SIE and Series 66 licenses. Joshua is registered to provide investment advice in Arizona, California, Idaho, Nevada, Oklahoma, Oregon, Texas, and Washington. In addition to his role as an advisor, Joshua is also the sole proprietor of J & T Publishing LLC, where he writes and publishes children's books.
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.
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2
WA
12/12/2022 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
08/21/2019 - 11/03/2022
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
06/04/2018 - 01/24/2019
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
BOTH
Issued 09/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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