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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Marcos Valencia is a Registered Representative and Investment Adviser Representative with MFS Institutional Advisors Inc., based in Boston, MA. Joe has been in the financial industry since 2005, with previous experience at American Funds Distributors, Inc. and Franklin/Templeton Distributors, Inc. Joe holds the Series 6, Series 7, Series 63 and Series 65 licenses and the SIE exam. Joe specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Transfer pricing arrangements with affiliates
1
2
MA
07/25/2023 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
CA
02/18/2014 - 05/16/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
FL
08/15/2005 - 01/06/2014
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
Issued 03/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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