Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Giangreco is a financial advisor with Raymond James Financial Services Advisors, Inc., having been with the firm since April 2010. Prior to that, Joseph worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Joseph's previous experience also includes time with H&R Block Financial Advisors, Inc. Joseph is registered with FINRA and the state of Florida. Joseph holds several licenses and designations, including the Series 63, Series 65, Series 7, Series 10, Series 9, Series 31, and Series 52 licenses, as well as the SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/15/2010 - Present
Raymond James Financial Services Advisors, Inc. (LAKEWOOD RANCH FL)
FL
06/01/2009 - 04/07/2010
MORGAN STANLEY SMITH BARNEY (VENICE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARASOTA FL)
FL
08/17/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
MI
02/18/1998 - 08/16/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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