Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josiah? Claim Your ProfileJosiah David Sledge is a registered investment advisor representative with First Trust Advisors LP. Josiah has been in the industry since October 2015. Josiah is licensed to provide investment advice in Illinois and Tennessee. Josiah has passed the Series 66, SIE and Series 7 exams. First Trust Advisors LP is a registered investment advisor that provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also publishes periodicals and selects other advisers for clients.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
TN
03/20/2023 - Present
First Trust Advisors LP (FRANKLIN TN)
BOTH
Issued 01/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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