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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 Macias is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Joseph has been working in the financial industry since 2021, and has earned his Series 65 (Uniform Investment Adviser Law Examination) license. Joseph is also registered as an investment advisor in South Carolina 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
SC
04/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mauldin SC)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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