Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Quail is a financial advisor with Kestra Advisory Services, LLC. Joshua is licensed in a number of states, including Illinois and Texas. Joshua is also a registered representative with Kestra Investment Services, LLC. Joshua has a long history in the financial services industry. Joshua has been working in the financial services industry since 2001.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/29/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IL
05/23/2012 - 04/12/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NAPERVILLE IL)
IL
04/12/2011 - 05/24/2012
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
06/02/2005 - 08/01/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
NY
05/17/2001 - 06/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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