Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Cantrell is a financial advisor at Morgan Stanley. Joshua has been in the financial industry since 2017 and has a strong track record of success. Joshua is registered with the state of Nebraska and Texas, and he holds a number of licenses and certifications, including Series 66, Series 63, Series 10, Series 9, Series 3, Series 7 and the SIE. Joshua specializes in a range of financial services, including portfolio management, financial planning, and pension consulting. Joshua has a deep understanding of the financial markets and is dedicated to helping clients achieve their financial goals.
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
NE
02/02/2024 - Present
Morgan Stanley (Omaha NE)
NE
01/16/2022 - 02/02/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
05/12/2017 - 02/02/2024
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
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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