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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Daniel Zamat is a financial advisor with Wells Fargo Clearing Services, LLC. He is based in Boca Raton, Florida, and has over 20 years of experience in the financial services industry. Joshua is a registered representative with FINRA, a Registered Investment Advisor, and holds a Series 7, Series 31, Series 55, and Series 66 license. He has experience in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Wells Fargo Clearing Services, LLC, Joshua was employed by Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.
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.
Investment consulting services to institutional clients
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.
1
2
FL
08/26/2015 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
06/01/2009 - 09/09/2015
MORGAN STANLEY (BOCA RATON FL)
NY
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
10/22/2002 - 09/08/2008
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
06/27/2000 - 08/02/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
NY
02/10/1995 - 04/19/1995
MAIDSTONE FINANCIAL, INC. (NEW YORK NY)
BOTH
Issued 10/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/22/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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