Joseph A Medina
Investment adviser representative at Infinity Financial Services Advisory
13 yearsExperience
2 statesRegistered in
$174MFirm assets
6 yearsFirm in business
Are you Joseph A Medina? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Infinity Financial Services AdvisoryDec 2022 to now
- Infinity Financial ServicesDec 2022 to now
- Newbridge Securities CorporationFeb 2020 to Nov 2022
- Cetera Advisors LLCJan 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Infinity Financial Services Advisory
Legal name: Gilbert Greg Ria, LLC
$174MAssets managed
657Clients
37Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2793924
- Firm CRD
- 304981