Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Melon Harris is a financial advisor with over 10 years of experience in the industry. Joshua has been registered with Wells Fargo Clearing Services, LLC since August 2019 and previously held positions at KEY INVESTMENT SERVICES LLC and AEGIS CAPITAL CORP. Joshua's career in finance started in 2008 with Macro Financial, LLC. Joshua holds the Series 7, Series 55, and Series 63 licenses as well as the SIE exam. Joshua is dedicated to providing financial planning and investment consulting services to both individual and institutional 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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
08/07/2019 - Present
Wells Fargo Clearing Services, LLC (LITTLE SILVER NJ)
OR
02/06/2018 - 06/28/2019
KEY INVESTMENT SERVICES LLC (PORTLAND OR)
NY
01/15/2014 - 06/16/2017
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
08/30/2010 - 01/16/2014
DOMINICK & DOMINICK LLC (NEW YORK NY)
NJ
09/09/2008 - 08/23/2010
MACRO FINANCIAL, LLC (MORRISTOWN NJ)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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