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Joshua J. Currence

First Vice President Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Salisbury, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joshua J. Currence

Investments, planning, insurance, and access to cash management and lending solutions…

Experience

  1. Financial Advisor

    Morgan Stanley

    Aug 2018 — Present

    2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.M SSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/josh.currence. The information or content is for US residents only and subject to the following terms: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYNMLS#: 10•••34

Education

  • Penn State University

    Bachelor of Science (BSc), General Science

    1994 — 2000

Skills

  • Insurance
  • Term Life Insurance
  • 401k Rollovers
  • Long-Term Care
  • Personal Financial Planning
  • Series 7
  • Gold
  • Alternative Investments
  • Private Equity
  • Automotive
  • Disability Insurance
  • Investment Management
  • 401k
  • Derivatives
  • Securities
  • Asset Allocation
  • Mutual Funds
  • Saving for Education
  • Risk Management
  • Fixed Annuities
  • Stocks
  • Etfs
  • Retirement
  • Bonds
  • Strategic Financial Planning
  • Equities
  • Logistics Management
  • Antiques
  • Wealth Management
  • Investment Advisory
  • Fixed Income
  • Credit
  • Portfolio Management
  • Loans
  • Options
  • Asset Management
  • Hedging
  • Life Insurance
  • Systems Analysis
  • Sales Leadership Training

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Joshua J. Currence — Financial Advisor at Morgan Stanley in Salisbury, MD, US | Unifers