Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel T. Martin is a financial advisor based in Denver, Colorado. Joel has been in the financial industry since 2007. He has a Series 7 and Series 66 licenses and is registered with the state of Colorado and Texas. Joel is currently working with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. He specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
09/27/2022 - Present
Buckingham Strategic Wealth, LLC (Denver CO)
CO
10/11/2007 - 02/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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