Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Roscoe South is a financial professional with experience in the industry since 2014. Joshua is currently registered with Credit Union Investment Services as an Investment Advisor Representative (IAR). Joshua is also a registered representative in North Carolina. Joshua has passed both the Series 63 and Series 65 exams, and also holds the Series 6. Joshua's primary business is providing financial services to members of the State Employees' Credit Union (SECU). Joshua has experience in life insurance and trust services in addition to financial advisory services. Joshua is dedicated to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
07/10/2015 - Present
Credit Union Investment Services (KANNAPOLIS NC)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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