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Joshua Heath Worley

Fidelity Brokerage Services LLC

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About Joshua Heath Worley

Joshua Worley is a financial professional who has been in the industry since 2021. Joshua is currently registered with Fidelity Brokerage Services LLC. Prior to this role, Joshua worked for FIDELITY BROKERAGE SERVICES LLC. Joshua is licensed to conduct securities business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Firm Information

Joshua Worley is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joshua Worley’s Registration & Firm History

TX

08/21/2023 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

07/06/2021 - 08/04/2023

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joshua Heath Worley.
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