Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Matthew Garrett is a financial advisor with Raymond James & Associates, Inc., in Fort Myers, FL. He is registered with the state of Florida as an investment advisor representative. Joshua has been in the industry since 2005 and is licensed to conduct business in multiple states. He has experience working with a variety of client types, including individuals, corporations, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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
FL
07/07/2023 - Present
Raymond James & Associates, Inc. (Fort Myers FL)
FL
02/17/2021 - 10/19/2021
TRUIST INVESTMENT SERVICES, INC. (NAPLES FL)
VA
01/16/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/11/2008 - 01/22/2015
WELLS FARGO ADVISORS, LLC (BONITA SPRINGS FL)
FL
06/20/2005 - 12/12/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MEYERS FL)
BOTH
Issued 07/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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