Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Rezak is a financial advisor with Brookfield Oaktree Wealth Solutions LLC, a firm headquartered in New York, NY. Joshua has been in the financial industry for over six years and has a Series 7, Series 63, and SIE license. Previously, Joshua worked at Morgan Stanley.
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.
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.
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NY
07/10/2024 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
02/05/2018 - 06/21/2024
MORGAN STANLEY (New York NY)
BC
Issued 03/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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