Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Eric Hart is a registered representative with Credit Union Investment Services. Joshua has been in the securities industry since January 2006. Joshua is a registered representative in North Carolina. Joshua is also registered as an Investment Advisor Representative. Joshua is a licensed professional with over 17 years of experience in financial 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
10/24/2023 - Present
Credit Union Investment Services (Raleigh NC)
NC
11/23/2005 - 09/12/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (RALEIGH NC)
IN
11/23/2005 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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