Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kincaid is a financial advisor with Equitable Advisors, LLC. Joshua is registered to provide investment advice in North Carolina. Joshua has a Series 7, Series 6, Series 63, and Series 65 license as well as a Series 24 principal license. He provides financial planning, portfolio management, and educational seminars for individual and business clients. Prior to joining Equitable Advisors, LLC, Joshua was with SECU Brokerage Services.
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.
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.
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NC
08/18/2023 - Present
Equitable Advisors, LLC (Winston Salem NC)
NC
04/24/2019 - 06/22/2023
SECU BROKERAGE SERVICES (RALEIGH NC)
IA
Issued 05/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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