Unclaimed
Joshua T. Jones is a financial professional with over 16 years of experience in the industry. Joshua is currently registered with Fidelity Brokerage Services LLC and holds a Series 6, 7, 26 and 63 license. He is also a Registered Representative with FINRA. Previously, Joshua worked at FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. from 2007 to 2008. Joshua is licensed in 34 states.
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.
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2
RI
01/01/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
KY
12/04/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 05/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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New York Stock Exchange
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