Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Chournos is a financial advisor at Morgan Stanley. Joshua has been in the financial industry since January 4, 2019, and has extensive experience in providing investment advice to clients. Joshua's career spans multiple firms including E*TRADE SECURITIES LLC and FIDELITY BROKERAGE SERVICES LLC. Joshua is a licensed agent in 53 states and holds several licenses including Series 63, Series 7, Series 9, and SIE. Joshua is committed to providing clients with personalized financial guidance and investment strategies to meet their unique 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
UT
01/24/2023 - Present
Morgan Stanley (Sandy UT)
UT
07/22/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
07/04/2011 - 01/17/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 09/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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