Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josiah? Claim Your ProfileJosiah Paul Martin is a financial advisor registered with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Josiah has been in the industry since 2014 and holds Series 7, 63 and 66 licenses. Josiah is registered in over 30 states, including Washington, Texas, Arizona, California, Florida, Illinois, and more. Josiah has previous experience with Morgan Stanley, Charles Schwab & Co., Inc., and Massachusetts Mutual Life Insurance Company. The advisor specializes in providing asset allocation, financial planning, and portfolio management for individuals and businesses.
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 programs
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.
Solicitors fees
1
2
WA
10/28/2019 - Present
MML Investors Services, LLC (MERCER ISLAND WA)
AZ
11/16/2018 - 08/30/2019
MORGAN STANLEY (GILBERT AZ)
AZ
06/16/2017 - 11/09/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
01/13/2014 - 06/12/2017
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 12/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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