Joseph Mortenson is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2023-11-29 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2019-04-17 | 2020-05-26 | — |