Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Anthony Shipley is a registered representative with Dominari Securities LLC. Joshua Shipley has been in the securities industry since October 26, 2017. Joshua Shipley is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, Series 7, and SIE exams. Joshua Shipley is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Dominari Securities LLC is a Registered Investment Advisor. Joshua Shipley specializes in portfolio management for businesses and individuals, and financial planning services.
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.
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.
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.
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2
NY
05/15/2023 - Present
Dominari Securities LLC (NEW YORK NY)
NY
01/20/2021 - 04/12/2023
REVERE SECURITIES LLC (NEW YORK NY)
NY
10/27/2017 - 01/21/2021
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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