Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Knutzen Notari is a registered representative with Bofa Securities, Inc., based in Austin, Texas. Joshua has been in the industry since November 2018 and holds the Series 63, Series 79TO, and SIE licenses. Joshua has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. The advisor is active in the broker-dealer space and is not currently registered as an investment advisor.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
TX
05/10/2019 - Present
Bofa Securities, Inc. (AUSTIN TX)
TX
11/20/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 11/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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