JosephSkees- Financial Advisor Portsmouth, NH

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About Joseph Skees

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals.

We serve individuals and businesses in all areas of investment planning, including:

- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement.

- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.

- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

See Disclosures

General Information

Firm Start Year

1995

No. of Employees

CRD#

2585891

Firm CRD#

35747

States Licensed in

AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Previous Work Experience: Financial Advisor with Merrill Lynch and UBS

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Securities Licenses

Series 66, Series 7, Series 24

Insurance and Annuity Licenses

Variable Life, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Additional Details on Charges

Fee-based accounts are not suitable for all investors.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816635/paladinregistry-Granite-Bay-Wealth-Management,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Joseph Skees

Granite Bay Wealth Management, LLC