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Joshua Paul Justice

Credit Union Investment Services

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About Joshua Paul Justice

Joshua Paul Justice is a financial advisor in Forest City, North Carolina. Joshua has been in the financial services industry for over 10 years. He is registered to provide securities and investment advisory services in North Carolina through Credit Union Investment Services. Joshua specializes in financial planning and portfolio management.

Firm Information

Joshua Justice is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Justice’s Registration & Firm History

NC

06/28/2024 - Present

Credit Union Investment Services (Forest City NC)

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Licenses & Designations

BOTH

Issued 06/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Paul Justice.
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