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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 Fierro is a financial advisor currently registered with Global View Capital Management LLC. Joseph is a seasoned professional with over 30 years of experience in the industry. Joseph's expertise spans a variety of financial services, including providing financial planning, investment management, and insurance services. Joseph is registered as an Investment Advisor Representative in both California and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
CA
10/05/2020 - Present
Global View Capital Management LLC (LONG BEACH CA)
CA
05/28/2013 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SEAL BEACH CA)
CA
01/06/2012 - 05/29/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GLENDALE CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ANAHEIM CA)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
06/25/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
10/11/1984 - 12/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 9/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/5/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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