Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Janelli is a financial advisor at Fidelity Brokerage Services LLC. Joshua has over 20 years of experience in the financial services industry. Joshua holds a Series 7 and Series 66 license, as well as a Series 55 and Series 57TO license. Joshua is registered to provide investment advice in all 50 states and the District of Columbia. Joshua is also a registered representative of National Financial Services LLC.
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
MA
08/29/2017 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
04/11/2016 - 06/12/2017
FBR CAPITAL MARKETS & CO. (BOSTON MA)
MA
02/29/2008 - 04/15/2016
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
08/30/2006 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (BOSTON MA)
MA
05/08/2006 - 07/31/2006
E*TRADE SECURITIES LLC (BOSTON MA)
MA
04/14/2004 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
NY
05/30/2003 - 04/16/2004
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
01/03/2003 - 06/02/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
MN
01/18/2002 - 05/20/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/2002 - 05/20/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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