Joseph Markim, financial advisor Middletown CT
93 score

Joseph Markim

CRD Number: 5343667
Current Firm: Raymond James Financial Services Advisors, Inc.

Joseph Markim (CRD# 5343667) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Middletown, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Middletown, CT Apr 2016 - Current < 1
Raymond James Financial Services, Inc. Middletown, CT Apr 2016 - Current < 1
Santander Securities LLC San Juan, PR Feb 2015 - Apr 2016 1
Santander Bank Na Hartford, CT Jan 2015 - Apr 2016 1
Sii Rocky Hill, CT Oct 2014 - Jan 2015 < 1
Metlife Securities Inc. Shelton, CT Jan 2011 - Oct 2014 3
Quality Senior Benefits Middletown, CT Mar 2010 - Jan 2011 < 1
Nationwide Insurance Columbus, OH Aug 2008 - Mar 2010 1
Great American Senior Benefits Farmington, CT Oct 2009 - Jan 2010 < 1
Tamarack Medical Systems Cheshire, CT Mar 2009 - Oct 2009 < 1
Advisors Mortagege Group Rocky Hill, CT Jan 2008 - Aug 2008 < 1
Unempployed Middletown, CT Aug 2007 - Jan 2008 < 1
Bnc Mortgage Irvine, CA May 2007 - Aug 2007 < 1
Unemployed Middletown, CT Mar 2007 - May 2007 < 1
Impac Loan Services Irvine, CA Jan 2007 - Mar 2007 < 1
Mortgage Lenders Network Middletown, CT Sep 2003 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Joseph N. Markim
Phone Number: 727-567-5877
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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