Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Namin is a financial advisor working with Fisher Investments in Plano, TX. Joshua has been in the financial industry since 2012 and has experience working with UBS Financial Services Inc. Joshua holds the Series 65, Series 7 and SIE licenses. Joshua specializes in providing financial and investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
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TX
05/16/2024 - Present
Fisher Investments (PLANO TX)
NJ
06/27/2016 - 02/13/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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