Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Louis Martinez is a financial advisor at Thrivent Investment Management Inc., located in Minneapolis, Minnesota. Joseph has been working in the financial services industry since October 4, 2016. Joseph is licensed to sell securities in the state of South Carolina. Joseph specializes in retirement planning and insurance. Joseph holds the Series 7, Series 63, Series 52, Series 24, and SIE licenses. Joseph is also a Registered Representative with FINRA.
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.
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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MN
02/23/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
03/30/2021 - 02/13/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
PA
03/18/2016 - 04/02/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
03/18/2016 - 04/02/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
09/30/2014 - 04/08/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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