Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Carlson is a registered representative with Wilson-Davis & CO., Inc. Joshua Carlson has been in the securities industry since September 22, 2004. He is licensed in 14 states. His licenses include the Series 7, Series 63 and SIE exams. Joshua Carlson is based out of the Salt Lake City, UT branch office of Wilson-Davis & CO., Inc..
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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2
UT
09/22/2004 - Present
Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)
BC
Issued 10/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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