Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Marini has been working in the financial industry since March 15, 2000. Joe is currently registered with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Joe has a total of 48 approved registrations in 48 states. Joe specializes in the areas of retirement planning, college savings, estate planning, and insurance planning. Joe has a strong commitment to providing personalized financial advice to individuals and families. Joe has over 20 years of experience in the financial services industry. Joe is committed to helping clients 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.
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.
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.
1
2
CA
09/22/2017 - Present
Voya Financial Advisors, Inc. (REDLANDS CA)
CA
03/16/2000 - 10/06/2015
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
TX
03/16/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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