Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Luis Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., a registered investment advisor with approximately $344 billion in assets under management. Joseph has been in the financial services industry since 2001. Joseph holds the Series 6, 7, 63 and 65 licenses. He is also a Chartered Financial Consultant. Joseph has experience working with high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Joseph provides financial planning, portfolio management, pension consulting, and other investment-related services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
02/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Nashville TN)
TN
06/15/2016 - 02/27/2024
WELLS FARGO CLEARING SERVICES, LLC (MEMPHIS TN)
TN
05/05/2011 - 06/17/2016
U.S. BANCORP INVESTMENTS, INC. (NASHVILLE TN)
TN
09/24/2008 - 05/05/2011
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
07/10/2008 - 09/18/2008
WACHOVIA SECURITIES, LLC (NASHVILLE TN)
TN
08/09/2006 - 06/19/2008
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
10/22/2001 - 06/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHVILLE TN)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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