Joseph Medina

Joseph Medina Email and Phone Number

Bilingual Financial Advisor And Founder Of Medina Private Wealth @ Medina Private Wealth Management

Joseph Medina's Contact Details

Joseph Medina work email

Joseph Medina personal email

Joseph Medina's Current Company Details

Medina Private Wealth Management

Bilingual Financial Advisor And Founder Of Medina Private Wealth

Joseph Medina Work Experience Details

  • Investment Manager
    Medina Private Wealth Management 2012 - Present
    445 Park Ave. Flr 9
    Asset management including, fixed income, equity and option trading. Strategic growth strategies utilizing domestic trading markets, utilizing ETF and Manged accounts (SMA's) Vast industry knowledge. Experience in packaged products, variable annuities, fixed annuities, no-load funds. Alternative invest strategies utilizing Non-Traded and traded REITS as well as BDCA's. Insurance services including Term, Whole Life. Working with all top Insurance companies. Also small business development including 401k, SEP IRA and Group Health.
  • Investment Advisor Representative
    Cetera Advisor Llc Jun 2012 - 2013
    211 East 43Rd

Joseph Medina Education Details

  • The American College Of Financial Services
  • Suny Cortland
    International Business

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Joseph Medina works for Medina Private Wealth Management

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What schools did Joseph Medina attend?

Joseph Medina attended The American College Of Financial Services, and Suny Cortland .

What is Joseph Medina's role in his/her workplace?

Joseph Medina has skills like First Time Home Buyers, Financial Analysis, Banking, Options, Finra, Portfolio Management, Fixed Annuities, 401k, Life Insurance, and Insurance.

Who are the industry peers of Joseph Medina at other companies?

Joseph Medina's peers at other companies are Dean Wang, Lujun He, Carlos Romero, Lin Elliott, Michelle Gavilanes, and Frank Cianciarulo. and Elias Haddad. Joseph Medina's peers at other companies are Dean Wang, Lujun He, Carlos Romero, Lin Elliott, Michelle Gavilanes, and Frank Cianciarulo. and Elias Haddad.