Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josiah? Claim Your ProfileJosiah Quick has been in the financial industry since January 30, 2015. Josiah is currently registered with Osaic Institutions, Inc. and is based in Eagan, MN. Josiah has held previous registrations with Fidelity Brokerage Services LLC and Waddell & Reed. Josiah is licensed to provide financial advice in Minnesota. Josiah has passed the Series 7, Series 66 and the SIE exams. Josiah has experience working with individuals, businesses, corporations, charitable organizations and high net worth individuals. Josiah offers a wide range of financial services including financial planning, portfolio management, education seminars and pension consulting. Josiah also specializes in selecting other advisors and providing solicitation services for other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MN
05/30/2023 - Present
Osaic Institutions, Inc. (Eagan MN)
MN
01/22/2016 - 03/24/2023
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
MN
11/17/2014 - 01/12/2016
WADDELL & REED (PLYMOUTH MN)
BOTH
Issued 12/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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