Unclaimed
Joshua David Urda is a financial professional who has been in the industry since 2022. Joshua is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Joshua was employed by RAYMOND JAMES FINANCIAL SERVICES, INC. in Rockville, MD. Joshua is licensed to sell securities in all 50 states and the District of Columbia. Joshua holds a Series 7TO, Series 63 and SIE license.
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.
1
2
RI
02/10/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MD
11/12/2022 - 01/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Rockville MD)
BC
Issued 03/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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