Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wilcox is a financial advisor with Fidelity Brokerage Services LLC, licensed in 53 states. Joshua's career in the financial services industry began on June 23, 2008, and has focused on providing clients with investment advice and brokerage services. Joshua holds licenses for Series 6, 7, 9, 10, 63, and 66 securities exams. Currently, Joshua is registered with Fidelity Brokerage Services LLC in Covington, KY.
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.
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2
KY
06/18/2012 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
09/09/2010 - 04/02/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 11/10/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
06/12/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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