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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 Logan Marcoux is a financial advisor with Morgan Stanley. Joshua has over 14 years of experience in the financial services industry. Joshua is registered to provide investment advice in 27 states. Joshua is also registered to provide investment advice as an Investment Advisor Representative. Joshua is a graduate of the University of Texas at Austin.
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
TX
08/15/2019 - Present
Morgan Stanley (Austin TX)
TX
06/01/2009 - 03/11/2010
MORGAN STANLEY SMITH BARNEY (AUSTIN TX)
TX
02/06/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
10/09/2007 - 02/24/2009
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2007
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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