Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Zane Epstein is an investment advisor representative with Secretx Assets, a firm based in Austin, Texas. Joshua has been registered with the state of Texas since March 22, 2023 and holds a Series 65 license. Joshua has a background in the technology industry, with previous roles at various companies including The Computer Repair Connection, St. Stephens Episcopal School, and Global Fence and Gate. He is also a founder and owner of Hidden SecreTX LLC, a marketing company. Joshua's experience and expertise make him well-suited to provide investment advice to individuals and families.
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.
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.
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TX
03/22/2023 - Present
Secretx Assets (AUSTIN TX)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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