Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua T. Hatfield Charles is a financial advisor with Raymond James Financial Services Advisors, Inc. Joshua has over 25 years of experience in the financial services industry. Joshua provides a range of services to individual and institutional clients, including financial planning, investment management, and retirement planning. Joshua has been recognized for his expertise in financial planning and wealth management. Joshua is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC).
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
02/13/2014 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
NY
02/26/1999 - 01/18/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/26/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
FL
11/08/1995 - 02/09/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 06/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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