Unclaimed
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.
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.
1
2
TX
08/21/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/06/2021 - 08/04/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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