Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Gravois is a financial advisor with T. Rowe Price Advisory Services, Inc. Joshua is currently registered with the state of Colorado as a Registered Investment Advisor Representative. Before joining T. Rowe Price, Joshua worked with Charles Schwab & Co., Inc. Joshua has a total of 53 state registrations and is also registered with FINRA. Joshua holds the Series 66, Series 63 and Series 7TO licenses and has passed the Securities Industry Essentials Examination (SIE).
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
08/16/2024 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
10/06/2023 - 07/25/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 04/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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