Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kimbrough is a financial advisor at Fidelity Personal AND Workplace Advisors in Brentwood, TN. Joshua has been a registered representative in the securities industry since 2006. Joshua has been with Fidelity since 2021. Prior to joining Fidelity, Joshua worked at ALLSTATE FINANCIAL SERVICES, LLC. Joshua has a Series 7, Series 63 and Series 66 license, as well as the SIE. Joshua is also a Certified Financial Planner.
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.
1
2
TN
05/31/2021 - Present
Fidelity Personal AND Workplace Advisors (BRENTWOOD TN)
GA
08/22/2013 - 05/02/2019
ALLSTATE FINANCIAL SERVICES, LLC (Buford GA)
GA
05/04/2012 - 08/16/2012
STATE FARM VP MANAGEMENT CORP. (LILBURN GA)
GA
04/26/2011 - 10/04/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
AL
12/07/2010 - 01/11/2011
TD AMERITRADE, INC. (BIRMINGHAM AL)
GA
05/08/2009 - 08/11/2010
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
12/15/2006 - 05/15/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
07/21/2006 - 11/13/2006
NYLIFE SECURITIES INC. (ATLANTA GA)
BOTH
Issued 02/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joshua Kimbrough is the right advisor for you? Invested Better is here to help.
