Unclaimed
Alexander F. Rascionato is an Investment Advisor Representative with William Joseph Capital Management, Inc. Alexander's profile shows that he is registered in Florida. He holds a Series 65 license and has been in the industry since 2010. Alexander has experience providing financial planning and portfolio management for individuals. He is also involved in income planning with insurance producers at CMA Financial Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
FL
08/10/2024 - Present
William Joseph Capital Management, Inc. (Tampa FL)
IA
Issued 03/16/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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