Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Martinez is a financial advisor with Entrust Financial LLC, a firm based in Wayne, Pennsylvania. Joseph has over 10 years of experience in the financial services industry, including previous roles at Janney Montgomery Scott LLC. Joseph holds the Series 66, Series 7 and Series 31 licenses. Joseph is a Certified Financial Planner. Joseph specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Entrust Financial LLC has over $315 million 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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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PA
01/12/2021 - Present
Entrust Financial LLC (WAYNE PA)
PA
01/28/2010 - 05/17/2019
JANNEY MONTGOMERY SCOTT LLC (BLUE BELL PA)
BOTH
Issued 01/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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