Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Slusarczyk is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $800 billion in assets under management. Joshua has been in the industry since 2012 and is licensed to provide advisory services in 16 states. He focuses on providing financial planning services and portfolio management for individuals and businesses. Joshua holds licenses for Series 7, Series 66, and SIE exams. He is also registered with FINRA. Joshua provides financial planning, portfolio management, selection of other advisors, and educational seminars. He is affiliated with Fidelity Personal And Workplace Advisors.
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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MI
03/10/2022 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
01/16/2018 - 01/29/2022
RAYMOND JAMES & ASSOCIATES, INC. (FARMINGTON HILLS MI)
MI
10/15/2019 - 10/18/2019
CETERA INVESTMENT SERVICES LLC (SOUTHFIELD MI)
MI
02/20/2013 - 02/14/2018
E*TRADE SECURITIES LLC (FARMINGTON MI)
FL
04/30/2007 - 07/10/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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