Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Logan Monroe is a financial advisor with Corient, a firm specializing in providing comprehensive financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Corient is a national firm with a strong presence in both Atlanta, Georgia and Miami, Florida. Joshua is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) with over a decade of experience in the financial services industry. He has a proven track record of success in helping clients achieve their financial goals. Joshua is dedicated to providing personalized financial guidance and building long-term relationships with clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
GA
10/11/2022 - Present
Corient (ATLANTA GA)
GA
08/10/2011 - 01/30/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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