Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Matina is an investment advisor representative currently registered with UBS Financial Services Inc. Joseph has been in the industry since December 14, 1993, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph has Series 63, 65, 7, 31 and SIE licenses and is currently registered in 48 states. Joseph is also a registered investment advisor in Florida, New Jersey and Texas. Joseph is actively involved in Albright College. Joseph specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/17/2006 - Present
UBS Financial Services Inc. (NAPLES FL)
NJ
12/15/1993 - 10/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
IA
Issued 08/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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