Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Ryan Whitney is a financial advisor at Avantax Investment Services, Inc. Joshua has been in the financial services industry since 2005 and is registered in 11 states. Joshua holds Series 6, 22, 63, and SIE licenses. Joshua is dedicated to helping clients achieve 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.
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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NC
01/12/2012 - Present
Avantax Investment Services, Inc. (Fuquay Varina NC)
NC
12/19/2005 - 12/31/2011
CAPITAL INVESTMENT GROUP, INC. (FUQUAY-VARINA NC)
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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