Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua L'madre Caver is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Joshua is licensed to offer investment advice in 52 states and the District of Columbia. He is a Series 66, Series 7TO, and SIE licensed advisor, and he has been working in the industry since February 12, 2024. Joshua has extensive experience with various clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Fidelity Personal And Workplace Advisors is a large financial firm with over $1 trillion in assets under management. The firm offers a variety of services including financial planning, educational seminars, and portfolio management.
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.
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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TX
07/03/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 06/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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