Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trushar? Claim Your ProfileTrushar Joshi is a financial advisor at Fidelity Personal And Workplace Advisors. Trushar has over 15 years of experience in the financial services industry. Trushar holds the Series 63, 66, 7, 9 and 10 licenses and the SIE exam. Trushar is also a Certified Financial Planner (CFP®). Trushar specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/11/2019 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
TX
05/23/2011 - 06/29/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
06/29/2010 - 04/04/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/01/2008 - 06/29/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/21/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
08/18/2005 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/18/2001 - 08/04/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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