Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel John Gravina is a financial advisor who has been in the industry since 2009. Joel currently works at Raymond James & Associates, Inc., where Joel is registered in Florida and Texas. Joel has previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Joel has passed a number of professional exams, including Series 7, Series 10, Series 9, and Series 66. Joel is also registered in several states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Kentucky, Maryland, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, Washington, West Virginia, and Wyoming. Joel specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Joel is also a member of the Finance/Investment Committee at Covenant Church of Naples and YoungLife Collier County.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/16/2022 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
01/09/2015 - 02/22/2022
MORGAN STANLEY (Naples FL)
FL
03/23/2009 - 01/13/2015
WELLS FARGO ADVISORS, LLC (NAPLES FL)
BOTH
Issued 04/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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