Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lebson is a financial advisor with over 13 years of experience in the industry. Joshua Lebson is currently registered with Fidelity Personal and Workplace Advisors, which has approximately $1 billion to $10 billion in assets under management. Joshua Lebson has previously been registered with Santander Securities, LLC, USAA Financial Advisors, Inc., Vanguard Marketing Corporation, PNC Investments and T. Rowe Price Investment Services, Inc.. Joshua Lebson offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joshua Lebson is licensed to provide financial advice in Massachusetts, Rhode Island, Texas and Utah.
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
RI
11/12/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
08/03/2018 - 09/01/2021
SANTANDER SECURITIES LLC (Dorchester MA)
FL
06/10/2014 - 06/29/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
PA
08/20/2013 - 05/08/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/30/2013 - 05/30/2013
PNC INVESTMENTS (EXTON PA)
MD
09/26/2007 - 01/16/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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