Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Martin Pay is a financial advisor with over 18 years of experience in the industry. Joseph has a broad range of experience, having worked at Amerprise Financial Services, Inc., IDS Life Insurance Company, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Joseph is currently a registered representative with LPL Financial LLC and holds a variety of licenses and certifications including Series 7, Series 9, Series 10, and Series 66. Joseph has been recognized by his peers for his commitment to providing exceptional client service.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
03/06/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
12/16/2005 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MN
03/24/2005 - 11/23/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/24/2005 - 11/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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