Unclaimed
Joshua Porter is a financial professional with Fidelity Brokerage Services LLC. Joshua has been in the industry since October 1, 2020 and is licensed to provide financial advice in 53 states and the District of Columbia. Joshua holds Series 4, 7TO, and 63 licenses, as well as the SIE exam. Joshua and Fidelity Brokerage Services LLC are committed to providing clients with the highest level of service and support.
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.
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.
1
2
TX
10/02/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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