Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Moradfar is a financial advisor with J.P. Morgan Securities LLC, based in Los Angeles, California. Joshua has been in the financial services industry since 2008, having previously worked at MTS Securities, LLC. Joshua is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Joshua has passed the Series 7, Series 63, Series 24, and Series 79TO exams.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/05/2010 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
NY
12/03/2008 - 07/07/2010
MTS SECURITIES, LLC (NEW YORK NY)
BC
Issued 12/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Moradfar is the right advisor for you? Invested Better is here to help.
