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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 Martin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joseph has been in the financial industry since 1999 and has been registered with Wells Fargo Advisors Financial Network, LLC since 2024. Joseph holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31 securities licenses. Joseph is also registered as an investment advisor representative in Illinois and Texas. Joseph specializes in providing investment advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Joseph's firm has approximately $154 billion in assets under management.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
01/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ITASCA IL)
IL
07/01/2003 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
NY
05/31/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
06/10/1999 - 06/21/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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