Unclaimed
Joshua Druz is an Investment Advisor Representative at Fisher Investments. Joshua has been in the financial services industry since July 2023, and holds a Series 66 license. Joshua has prior experience at J.P. Morgan Securities LLC and Morgan Stanley. Joshua is registered to provide investment advisory services in Texas.
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.
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.
Portfolio assessment
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.
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.
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2
TX
08/12/2024 - Present
Fisher Investments (PLANO TX)
NY
07/13/2023 - 08/03/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/11/2022 - 08/01/2023
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 02/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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