Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Monk is a financial advisor with Kestra Advisory Services, LLC. Joshua has been in the financial industry since June 2007 and has been with Kestra since April 2016. Joshua holds a Series 7 and Series 66 license, in addition to a Series 31 license for futures managed funds. Joshua is registered in several states, including District of Columbia, Virginia, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, Oklahoma, Pennsylvania, and West Virginia. Joshua specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Joshua is committed to providing clients with personalized advice and guidance.
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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TX
05/05/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
VA
04/22/2013 - 04/23/2015
SUNTRUST INVESTMENT SERVICES, INC. (ARLINGTON VA)
MD
09/15/2011 - 07/06/2012
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
DC
09/10/2010 - 06/29/2011
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
11/12/2008 - 06/29/2010
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
05/02/2007 - 07/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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