Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hamm is a financial advisor who has been in the industry since 2008. Joshua is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Lexington, North Carolina. Joshua previously worked at Wells Fargo Clearing Services, LLC in High Point, North Carolina. Joshua has a Series 7, Series 66 and SIE license and specializes in retirement planning, college planning, and wealth management. Joshua is also a member of the Raymond James Financial Services Advisors, Inc. team and is committed to providing his clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
04/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lexington NC)
NC
12/14/2012 - 05/04/2022
WELLS FARGO CLEARING SERVICES, LLC (HIGH POINT NC)
NC
06/06/2011 - 12/17/2012
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
04/16/2008 - 06/03/2011
EDWARD JONES (ALBEMARLE NC)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Hamm is the right advisor for you? Invested Better is here to help.
