Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Rand is a financial advisor with over 17 years of experience in the financial services industry. Josh is a registered representative of Morgan Stanley and has been with the firm since 2009. Josh has extensive experience in financial planning, portfolio management, and investment advisory services. Josh has a strong track record of helping clients achieve their financial goals. Josh is committed to providing clients with personalized financial advice and service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
10/21/2021 - Present
Morgan Stanley (Vancouver WA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LONG BEACH CA)
CA
09/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LONG BEACH CA)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Josh Rand is the right advisor for you? Invested Better is here to help.
