Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Cerreta is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Joseph has been a financial advisor for over 16 years. Joseph is registered with the state of Florida and has a Series 66, Series 7, Series 9, Series 10, Series 24 and Series 52TO license. Joseph offers a variety of financial services, including portfolio management for businesses and individuals, financial planning, and pension consulting.
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
04/18/2024 - Present
Raymond James & Associates, Inc. (Odessa FL)
FL
05/23/2020 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
04/13/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
01/01/2008 - 04/01/2011
WELLS FARGO ADVISORS, LLC (HOLIDAY FL)
FL
04/13/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRING HILL FL)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
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
Not sure Joseph Cerreta is the right advisor for you? Invested Better is here to help.
