Unclaimed
Joshua Avalos is a financial professional with Performance Trust Capital Partners, LLC, a firm based in Nashville, TN. Joshua has a strong background in the financial services industry, having earned the Series 7, Series 66, Series 79, and Series 24 licenses. Joshua is committed to providing clients with personalized financial advice and investment strategies. Joshua has been a registered representative since November 2023.
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.
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2
TN
11/28/2023 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
BC
Issued 07/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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