Joseph Paredez, financial advisor Concord NH
89 score

Joseph Paredez

CRD Number: 6303004
Current Firm: Infinex Investments, Inc.

Joseph Paredez (CRD# 6303004) is an Investment Advisor Representative working at Infinex Investments, Inc. in Concord, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Feb 2014 - Current 2
Uno's Concord, NH Feb 2011 - Current 5
Merrimack County Savings Bank Concord, NH Mar 2010 - Feb 2014 3
Panera Bread Concord, NH Apr 2009 - Mar 2010 < 1
New England College Henniker, NH May 2008 - Dec 2009 1
New England College Henniker, NH Aug 2006 - Dec 2009 3
Paradigm Talent Agency Beverly Hills, CA May 2007 - Aug 2007 < 1
Assisted Healthcare Services North Hills, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Joseph A. Paredez
Phone Number: 203-599-6000
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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