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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 Matthew Eslick is a financial advisor with Morgan Stanley. Joshua has been in the financial services industry since October 31, 2017. Joshua is licensed to offer securities advice in 53 states and has passed the Series 7, Series 9, Series 10, Series 24, and Series 63 exams. Joshua is also licensed to offer investment advisory services in Texas. Joshua has a strong background in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions.
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
08/22/2022 - Present
Morgan Stanley (Fort Worth TX)
TX
12/15/2020 - 05/09/2022
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/23/2019 - 12/31/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
10/23/2017 - 12/31/2020
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 08/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
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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