Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Masse is a registered Investment Advisor Representative with Fisher Investments, a firm with over $298.7 billion in regulatory assets under management. Joshua is active in California and Texas. Joshua's experience with Fisher Investments dates back to September 2006. Joshua has passed the Series 65 Uniform Investment Adviser Law Examination and currently holds active registrations in California and Texas. Joshua's firm provides a wide range of investment advisory services, including portfolio management, financial planning, and portfolio assessments.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/30/2023 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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