Unclaimed
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 an Investment Advisor Representative with Global View Capital Management LLC, registered in California and Texas. Joseph has been in the industry since 1984. Prior to joining Global View Capital Management LLC, Joseph was with The Strategic Financial Alliance, Inc., Transamerica Financial Advisors, Inc, World Group Securities, Inc., WMA Securities, Inc., Intersecurities, Inc., and First American National Securities, Inc. Joseph holds the Series 6, 26, 63, and 65 licenses. Joseph provides financial planning services and portfolio management for individuals. Joseph is also a sub-adviser to other advisers and provides advice to participants of 401(k), 403b, 457 and Simple Retirement Plans.
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 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1989
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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