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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Martin is a financial advisor with Summitry, LLC. Joseph has been in the industry for over 20 years and is registered in California and Texas. Joseph holds Series 7 and Series 66 licenses. Joseph is a registered investment advisor and has been with Summitry, LLC since 2003. Summitry, LLC manages over $2 billion in assets and provides advisory services including financial planning, portfolio management, and selection of other advisors.
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.
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.
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CA
01/03/2025 - Present
Summitry, LLC (SAN MATEO CA)
CA
05/21/1998 - 11/28/2003
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 05/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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