Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua O'Donoghue is a financial advisor with Fidelity Personal and Workplace Advisors. Joshua has been in the industry since 2002 and has a broad range of experience. Joshua has been a registered representative with Fidelity Brokerage Services LLC and New England Securities. Joshua is a Series 6, 7, 63, 65 and 66 licensed advisor and has a strong track record of success. Joshua is committed to providing his clients with personalized financial advice and guidance.
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
NH
07/08/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
01/21/2004 - 04/23/2020
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NY
03/21/2001 - 07/30/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
09/21/2000 - 01/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/21/2000 - 01/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
06/07/2000 - 08/23/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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