Advisor at Infinity Financial Services Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Infinity Financial Services Advisory
Location
Cranford, NJ 07016
Credentials
Series 63, Series 65, Series 66
Industry experience
25 years
Joseph Medina is a financial advisor at Infinity Financial Services Advisory with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Newbridge Securities Corporation and Cetera Advisors LLC. Outside of his advisory role, Medina is involved in commercial and residential real estate sales and holds limited partnership interests in several bars in Brooklyn, NY. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.
Based on Infinity Financial Services Advisory
$10,000 - $99,999: $100,000 - $249,999: $250,000 - $499,999: $500,000 - $749,999: $750,000 - $1,249,999: $1,250,000 - $4,999,999: $5,000,000 - $24,999,999:
Account minimum: $10,000
Business Park, 20 Commerce Dr, Suite 135
Cranford, NJ 07016
New Jersey · New York
Infinity Financial Services Advisory
2022 - Present (4 years)
Infinity Financial Services
2022 - Present (4 years)
Newbridge Securities Corporation
2020 - 2022 (2 years)
Cetera Advisors LLC
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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