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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 Nathan Markim is an investment advisor representative with Capitol Securities Management, Inc., with over 8 years of experience in the industry. Joseph has a strong background in financial planning, portfolio management, and pension consulting, having worked with various firms including Raymond James Financial Services, Inc. and Santander Securities LLC. He is a licensed investment advisor representative in Connecticut, holding both Series 63 and 65 licenses. Joseph offers comprehensive advisory services to individuals and businesses, including financial planning, portfolio management, and educational seminars. His primary focus is on meeting the specific financial needs of his clients through personalized and ethical investment strategies.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/30/2021 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
CT
04/04/2016 - 05/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDDLEFIELD CT)
CT
02/13/2015 - 04/04/2016
SANTANDER SECURITIES LLC (HARTFORD CT)
CT
10/24/2014 - 02/04/2015
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
CT
02/21/2011 - 10/31/2014
METLIFE SECURITIES INC. (GLASTONBURY CT)
IA
Issued 11/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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