Menu
Joseph + Skees - Financial Advisor in Portsmouth, NH

Paladin Research Report For:

Joseph Skees

Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D
Portsmouth, NH 03801
888-610-8881

General Information

Firm Start Year
  • 1995
No. of Employees
  • 5-9
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
  • 18
Number of Years with Current Firm
  • 6
Work Experience
  • Previous Work Experience: Financial Advisor with Merrill Lynch and UBS
Work with the following types of clients
  • Individual Investors, Businesses

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
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 7, Series 24, Series 66
Insurance and Annuity Licenses
  • Accident, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity
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

BASIC INFORMATION NEEDED FOR THE INQUIRY