Joshua Whaley

Quantitative Financial Economics + Data Science @ UNC-CH

Role: Financial Consultant at North Star Resource Group
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joshua Whaley

Hey! My name is Joshua. I am a recent graduate of UNC-Chapel Hill in economics. I am…

Experience

Financial Consultant
North Star Resource Group
Jan 2025 — Present · Durham, NC, US
Full-Time Licensing training for- Life & Health Insurance (complete)- Series 66 (complete), SIE (complete), Series 7 (pending)Build client base with the use of AI, traditional marketing, and data visualization.

Education

James Sprunt Community College
Associate of Arts and Sciences - AAS
The University of North Carolina at Chapel Hill
Bachelor of Arts, Quantitative Financial Economics, Data Science

Contact information

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Work email
•••••@northstarfinancial.com
Personal email
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Current company

North Star Resource Group

Financial Services · 394 employees · Founded 1908 · Minneapolis, Minnesota, United States

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their wealth, doing so across 43 offices in 17 states and 150,000 clients.* ____ Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 2026 Inc. 5000 Fastest-Growing Private Companies. The Inc. 5000 is an annual ranking of the fastest-growing private companies in the United States published by Inc. Magazine. Companies are selected based on percentage revenue growth during a specified measurement period and must meet certain eligibility requirements, including minimum revenue thresholds and private-company status. This recognition is based on business growth and not on the quality of investment advice, investment performance, or client experience. Listing in this publication is not indicative of future investment success and should not be construed as an endorsement by any client. No compensation was provided directly or indirectly by the recipient in exchange for the rating, although fees may be paid for advertising, licensing, or promotional use of the recognition after receipt. 2701 University Ave SE, Minneapolis, MN 55414 • 61••••••00 *Data as of 12/31/25

northstarfinancial.com

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About Joshua Whaley

Experience

Financial Consultant

Education

James Sprunt Community College

The University of North Carolina at Chapel Hill

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