Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Blake Murphy is a financial advisor at Kestra Private Wealth Services, LLC. Joshua has been in the financial services industry since 2013. Joshua holds the Series 7, Series 63, and Series 66 licenses. Joshua is a registered investment advisor in California and is a member of FINRA. Joshua has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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
CA
06/25/2019 - Present
Kestra Private Wealth Services, LLC (San Diego CA)
CA
07/16/2016 - 06/26/2019
MORGAN STANLEY (LA JOLLA CA)
AL
07/07/2015 - 04/08/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)
AL
04/22/2013 - 07/07/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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