Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wiseman Martin is a registered representative with PNC Capital Advisors LLC. Joseph Wiseman Martin is a financial professional with over 15 years of experience in the financial services industry. Prior to joining PNC Capital Advisors LLC, Joseph Wiseman Martin worked at PNC FUNDS DISTRIBUTOR, LLC and T. ROWE PRICE INVESTMENT SERVICES, INC. Joseph Wiseman Martin has a Series 66, Series 24, Series 7 and SIE license. Joseph Wiseman Martin specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Joseph Wiseman Martin is a trustee of BridgeYear, a non-profit connecting underserved youth to career and educational pathways to provide economic stability and independence. Joseph Wiseman Martin is also a board member of Connect Community, a non-profit focusing on the needs of the Sharptstown/Gulfton Community.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis 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
TX
01/17/2017 - Present
PNC Capital Advisors LLC (Dallas TX)
TX
10/02/2013 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (Dallas TX)
IL
11/20/2007 - 05/20/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (NORTHBROOK IL)
IL
07/10/2006 - 11/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 09/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Martin is the right advisor for you? Invested Better is here to help.
