Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Taylor is an investment advisor representative with Masterworks Advisers, LLC. Joshua has been in the securities industry for over 9 years. Joshua holds the Series 63, Series 66, and Series 7 licenses. Joshua has previous experience working at Arete Wealth Management, LLC, AXA Advisors, LLC, Oscar Gruss & Son Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
06/07/2022 - 02/27/2023
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
11/15/2017 - 02/14/2018
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/12/2015 - 12/22/2015
OSCAR GRUSS & SON INCORPORATED (NEW YORK NY)
NY
07/17/2014 - 12/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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