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Joseph Marts

Fidelity Brokerage Services LLC

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About Joseph Marts

Joseph Marts is a financial professional registered with Fidelity Brokerage Services LLC and National Financial Services LLC. Joseph has been in the financial services industry since 2011. Joseph holds the Series 7, Series 24, Series 99TO, and SIE licenses. Joseph is located in WESTLAKE, TX.

Firm Information

Joseph Marts is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Marts’s Registration & Firm History

TX

03/09/2022 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 01/24/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph Marts.
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