Edward Jones - Financial Advisor: Joshua Holt Sr

Wells Fargo Advisors in Portsmouth, NH is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. The branch is staffed by a team of experienced Financial Advisors who are dedicated to helping clients navigate the complexities of investing and managing their finances. With a focus on personalized solutions, they strive to help clients achieve their financial goals while managing investment risks. Generated from the website

At Morgan Stanley, I help add value through advanced financial planning, with a select group of wealthy clients, so they can do more of what they enjoy doing.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.