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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 Richard Martin is an active advisor in the financial services industry since 1983. Joseph is currently registered with Cambridge Investment Research Advisors, Inc. Joseph has also held previous registrations with Grove Point Investments, LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company and IDS Financial Services Inc.. Joseph is a Series 7, Series 63, Series 6, Series 24 and SIE licensed professional. Joseph specializes in providing investment advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
PA
08/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (York PA)
PA
01/19/2011 - 08/05/2024
GROVE POINT INVESTMENTS, LLC (YORK PA)
PA
06/04/1982 - 07/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (YORK PA)
MN
05/09/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/04/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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