Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Wilson is a financial advisor at Fidelity Personal and Workplace Advisors. Joshua is registered with FINRA, the MSRB and the states of California and Texas. Joshua has been in the industry since June 2016. Prior to Fidelity, Joshua worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joshua is licensed to sell a variety of securities products. Joshua is a knowledgeable and experienced financial advisor who is committed to helping clients achieve their financial goals.
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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CA
12/17/2021 - Present
Fidelity Personal AND Workplace Advisors (SIMI VALLEY CA)
CA
04/15/2019 - 09/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SIMI VALLEY CA)
CA
01/21/2016 - 01/24/2019
EDWARD JONES (MONTECITO CA)
BOTH
Issued 02/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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