Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Hansen is a financial advisor with Fidelity Personal And Workplace Advisors in JACKSONVILLE, FL. Joshua has been in the financial services industry since 2013. Joshua is a Certified Financial Planner, and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Joshua is also registered with FINRA as a Registered Representative. Joshua specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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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2
FL
08/17/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
04/29/2013 - 03/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
07/23/2012 - 10/17/2012
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
BC
Issued 05/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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