Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Massey is an investment advisor representative who is registered with the state of Massachusetts, New York and Texas. Joshua is a member of the firm Massey, Joshua, based in Ipswich, Massachusetts. The firm manages approximately $97,456,522 in assets for 157 clients. The firm serves high-net-worth individuals and individuals other than high-net-worth individuals. Joshua's focus is on portfolio management for individuals. The firm's advisory services include portfolio management for individuals. The firm's compensation arrangements include fixed fees and a percentage of assets.
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.
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
MA
04/13/2012 - Present
Massey, Joshua (IPSWICH MA)
IA
Issued 12/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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