Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Massey is a financial advisor with over 18 years of experience in the financial services industry. Joshua is currently registered with Morgan Stanley and has held previous positions at AXA Advisors, LLC and NYLIFE Securities Inc. Joshua specializes in a variety of financial services, including investment management, financial planning, and retirement planning. Joshua is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/11/2012 - Present
Morgan Stanley (Los Angeles CA)
NY
09/29/2004 - 01/27/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/18/2004 - 08/06/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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