Unclaimed
Joshua Makinen is a financial advisor with Fidelity Brokerage Services LLC, registered in 53 states and the District of Columbia. Joshua has passed the Series 7TO, Series 63, and SIE exams. Joshua has been in the securities industry since February 12, 2024, and is located at the Fidelity Brokerage Services LLC branch office in Jacksonville, Florida.
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.
1
2
FL
02/12/2024 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 02/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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