Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Watt is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Joshua has been in the financial industry since 1995, with experience at various firms including Citigroup Global Markets Inc., Wachovia Securities, Inc., and Wells Fargo Clearing Services, LLC. Joshua holds the Series 7, Series 63 and Series 65 licenses. Joshua is currently registered with the State of Georgia as an Investment Advisor Representative.
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.
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.
Investment consulting services to institutional clients
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.
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2
GA
04/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
02/13/2006 - 04/14/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
04/25/2000 - 02/22/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NC
04/20/1995 - 04/28/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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