Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Shellman is a registered representative of Credit Union Investment Services. Joshua Shellman is a financial advisor with over 6 years of experience. Joshua Shellman has a Series 7, Series 66, Series 52, Series 53, and Series 24 securities licenses and is registered in North Carolina. Joshua Shellman has a Bachelor of Arts in Economics from North Carolina State University and a Master of Business Administration from the University of North Carolina at Chapel Hill. Joshua Shellman specializes in providing financial advice to individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
05/18/2015 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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