Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Brice Washington is a financial advisor with Morgan Stanley. Joshua is a Series 3, 7, and 63 licensed professional. Joshua has been a financial advisor since May 6, 2016, and currently serves clients at the Sandy, UT branch of Morgan Stanley. Joshua has prior experience with E*TRADE SECURITIES LLC. Joshua focuses on a wide range of investment services including asset allocation advice, financial planning, pension consulting, and educational seminars. Joshua offers a variety of fee structures including fixed fees, commissions, percentage of assets, and performance-based fees.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
UT
03/16/2023 - Present
Morgan Stanley (Sandy UT)
UT
11/09/2020 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
03/15/2016 - 09/16/2020
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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