Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kuhbander is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been in the industry since 2008. Joshua has a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Joshua is registered in 54 states, including Florida, North Carolina, and Texas. Joshua has a current employment at Merrill Lynch, Pierce, Fenner & Smith Inc. in Charlotte, NC. Previously, Joshua was employed by Fidelity Brokerage Services 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
08/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
FL
01/17/2013 - 04/25/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
05/10/2011 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
07/31/2008 - 04/11/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 05/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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