Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Luchini is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Boca Raton, FL. Joseph Luchini has been in the industry since August 11, 1995 and has experience in financial planning, portfolio management, and pension consulting. Raymond James Financial Services Advisors, Inc. offers a variety of financial products and services, including investment management, retirement planning, and insurance.
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
04/23/2024 - Present
Raymond James Financial Services Advisors, Inc. (Boca Raton FL)
FL
04/01/2019 - 12/21/2023
SYNOVUS SECURITIES, INC. (STUART FL)
FL
09/07/2005 - 04/01/2019
SUNTRUST INVESTMENT SERVICES, INC. (STUART FL)
NY
11/01/2001 - 09/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/31/1998 - 11/14/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/10/1997 - 08/05/1998
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NE
11/07/1995 - 10/28/1997
NATIONAL DISCOUNT BROKERS (OMAHA NE)
FL
10/17/1994 - 05/22/1995
FIN-ATLANTIC SECURITIES, INC. (JUPITER FL)
IA
Issued 11/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/1996
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 07/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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