Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josiah? Claim Your ProfileJosiah James Frost is a financial advisor at Janney Montgomery Scott LLC, based in Cary, North Carolina. Josiah is registered as an Investment Advisor Representative in North Carolina. Josiah has been working in the financial services industry since 2023 and has passed the Series 66, Series 7TO, and SIE exams. Josiah is registered with the Financial Industry Regulatory Authority (FINRA) and the North Carolina Securities Division. Josiah specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
01/24/2024 - Present
Janney Montgomery Scott LLC (Cary NC)
BOTH
Issued 01/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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