Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshwin? Claim Your ProfileJoshwin Clervoix is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Joshwin has been in the financial industry since August 14, 2016. Joshwin is registered with the state of New Jersey as a broker and an investment advisor. Joshwin is also registered as a broker in New York and Virginia. Joshwin holds Series 6, 7, 63, and 66 securities licenses. Joshwin has worked for Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc. and HSBC Bank USA, N.A.
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.
1
2
NJ
10/29/2021 - Present
Wells Fargo Clearing Services, LLC (HILLSBOROUGH NJ)
NJ
06/07/2019 - 06/28/2021
HSBC SECURITIES (USA) INC. (EDISON NJ)
NJ
04/28/2016 - 06/04/2019
WELLS FARGO CLEARING SERVICES, LLC (OAKHURST NJ)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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