Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Scott Mayor is a financial advisor in Charlotte, NC, registered with Corient, a firm with offices in Miami, FL and Charlotte, NC. Joshua has been in the industry for over a decade and specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Joshua has also held previous positions at M HOLDINGS SECURITIES, INC. in Portland, OR and American Express Financial Advisors Inc. in Minneapolis, MN.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NC
08/07/2024 - Present
Corient (Charlotte NC)
NC
10/27/2015 - 05/31/2017
M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)
MN
01/02/2003 - 01/31/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2003 - 01/31/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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