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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 Martin is a financial advisor at Ameriprise Financial Services, LLC. Joseph has been working in the financial services industry since 1984 and has a wide range of experience in securities and investment advising. Joseph has registrations in several states, including Maryland, Virginia, Texas, and West Virginia. Ameriprise Financial Services, LLC, has a large client base and offers a wide range of services, including financial planning, portfolio management, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MD
06/29/2020 - Present
Ameriprise Financial Services, LLC (Silver Spring MD)
MN
04/12/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/05/1999 - 02/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/26/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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