Unclaimed
Joshua Joe Embry is an active Investment Advisor Representative and Broker-dealer Representative. Joshua Embry has been working in the financial industry since July 1997. Joshua Embry is currently registered with &partners and has been with this firm since August 2006. Joshua Embry is also registered in 12 states and has passed several industry exams including Series 63, Series 65, Series 7, Series 24, Series 52TO, Series 99TO and the SIE. Joshua Embry has prior experience with Wiley Bros.-Aintree Capital, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
08/14/2006 - Present
&partners (NASHVILLE TN)
IA
Issued 08/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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