Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Medina is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Infinity Financial Services Advisory and has held previous positions with Newbridge Securities Corporation, Cetera Advisors LLC, Gilford Securities Incorporated, Chase Investment Services Corp., CitiCorp Investment Services, AXA Advisors, LLC, Dreyfus Service Corporation, Robert Thomas Securities, Inc, The J.B. Sutton Group, LLC, and Gaines, Berland Inc. Joseph is registered to provide investment advice in Florida, Georgia, New Jersey, New York, and Texas. Joseph Medina provides investment advice to individuals, corporations, and other businesses, as well as high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
04/11/2023 - Present
Infinity Financial Services Advisory (New York NY)
NY
02/06/2020 - 11/11/2022
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
04/16/2012 - 02/07/2020
CETERA ADVISORS LLC (NEW YORK NY)
NY
01/26/2011 - 04/20/2012
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
06/08/2006 - 01/10/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/21/2005 - 06/01/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/05/2002 - 10/23/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/26/1999 - 01/23/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
FL
09/22/1998 - 11/20/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
03/13/1998 - 09/21/1998
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
NY
02/05/1998 - 04/06/1998
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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