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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 Pitts is an investment advisor representative with Fort Point Capital Partners LLC. Joseph has been in the securities industry for 15 years and has experience in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Joseph is licensed in California, Texas and Utah. Joseph is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/15/2022 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
CA
10/19/2007 - 07/23/2012
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
02/15/2007 - 09/25/2007
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
IA
Issued 01/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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