JM
Joe P. Medrano
GLOBAL VIEW CAPITAL MANAGEMENT LLC
DENVER, CO 80202
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CRD#: 1393377
JM
Professional summary
Joe Percy Medrano, who also goes by Joe P Medrano, Joe Medrano, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Denver, Colorado.
Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Joe has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe P Medrano | Joe Medrano
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: OCTOBER 2021; APPROX. 160 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 120 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: OCTOBER 2021; APPROX. 35 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS AND FIXED ANNUITIES. [3] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 02.21.2023; APPROX. 40 HRS/MONTH DURING TRADING HOURS; APPROX. 20 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS. [4] FEDERAL EMPLOYEE WOMEN'S ASSOCIATION (FEW); NOT INVESTMENT RELATED; NATURE: ORGANIZATION TO SUPPORT WOMEN IN GOVERMENT; ADDRESS: 460 S. MARION PARKWAY, UNIT 2055, DENVER, CO 80209; STARTED: 08.01.2023; APPROX. 6 HRS/MONTH DURING TRADING; APPROX. 6 HRS/MONTH OUTSIDE TRADING HOURS; RESPOSIBILITIES: RECRUIT MEMBERS, ORGANIZED EDUCATIONAL EVENTS, CAREER ADVANCEMENT, PROMOTE DIVERSITY IN WORKPLACE AND SOCIAL EVENTS. [5] DRIVE FOR LYFT; NOT INVESTMENT RELATED; ADDRESS: 460 S. MARION PARKWAY #2055, DENVER, CO 80290; POSITION: DRIVER: STARTED: 03.12.2024; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DRIVER DELIVERING PASSENGERS TO SPECIFIC ADDRESS OF DESTINATION. [6] UBER: NOT INVESTMENT RELATED; ADDRESS: 460 S. MARION PARKWAY #2055, DENVER, CO 80290; POSITION: DRIVER: STARTED: 03.13.2024; APPROX. 15 HRS/MO DURING TRADING HOURS; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILIITES: DRIVER DELIVERING PASSENGERS TO SPECIFIC ADDRESS OF DESTINATION.
CRS (Client Relationship Summary) - RIA
Click below to view Joe Percy Medrano's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 8, 2021 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Office #1: Downtown Denver Office Evolution 1624 Market Street, Suite 202, Denver, CO 80202RIA
CRD#: 158292
DENVER, CO
Past
January 2, 2020 - December 8, 2021
5280 CAPITAL
RIA
CRD#: 167460
DENVER, CO
Past
June 22, 2016 - January 12, 2018
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 283545
GOLDEN, CO
Past
August 5, 2015 - June 22, 2016
WESTERN WEALTH MANAGEMENT LLC
RIA
CRD#: 167344
GREENWOOD VILLAGE, CO
Past
January 5, 2006 - September 7, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
GOLDEN, CO
Past
January 5, 2006 - January 12, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
GOLDEN, CO
Past
October 16, 2002 - December 31, 2005
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
DENVER, CO
Past
October 1, 2002 - December 31, 2005
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
June 8, 2001 - September 24, 2002
FFP ADVISORY SERVICES INC
RIA
CRD#: 110778
DENVER, CO
Past
April 11, 2001 - September 24, 2002
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
January 3, 2001 - May 2, 2001
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
January 5, 1999 - December 22, 2000
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
October 27, 1987 - October 10, 1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
July 9, 1986 - October 28, 1987
NEW ENGLAND SECURITIES
BD
CRD#: 615
Past
July 24, 1985 - July 22, 1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(12/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
