Unclaimed
Joshua Morse is a financial advisor with Fifth Third Securities, Inc. Joshua is a registered representative with over 5 years of experience in the financial services industry. Joshua has worked in the Covington, KY area and is currently located in Cincinnati, OH. Joshua is licensed to provide investment advice in all 50 states and the District of Columbia. Joshua's areas of expertise include portfolio management for individuals and businesses. Joshua is a Series 7, Series 24, and Series 63 licensed representative.
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.
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.
Sponsor wrap fee program
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.
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2
OH
10/25/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
KY
11/30/2015 - 05/04/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 1/4/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/3/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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