Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Bartholomew is a financial advisor with over 16 years of experience in the industry. Joshua is currently registered with Kestra Advisory Services, LLC and has offices in Austin, TX and Matthews, NC. Prior to joining Kestra, Joshua was associated with Fortune Financial Services, Inc. and Quasar Distributors, LLC. Joshua has a Series 6, Series 63, and Series 65 license as well as the SIE exam. Joshua specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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
08/02/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
09/14/2021 - 08/02/2023
FORTUNE FINANCIAL SERVICES, INC. (monaca PA)
ME
08/29/2018 - 09/01/2020
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 11/18/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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