Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Benson is a financial advisor who has been in the industry since November 2019. Joshua is currently registered with Fidelity Personal And Workplace Advisors and is licensed to provide investment advice in all 50 states and the District of Columbia. Prior to joining Fidelity Personal And Workplace Advisors, Joshua worked for Amerprise Financial Services, LLC and Fidelity Brokerage Services LLC. Joshua specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Joshua also holds Series 63, 66, 7, and SIE licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/02/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/14/2020 - 02/22/2021
AMERIPRISE FINANCIAL SERVICES, LLC (TYLER TX)
TX
08/29/2019 - 12/13/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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