Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Bocci is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Erie, Colorado. Joseph has been in the financial services industry since 2007 and has a wide range of experience in providing financial planning, investment management, and advisory services. Joseph holds multiple securities licenses and is a Certified Financial Planner. Joseph is committed to helping clients reach their financial goals and providing them with the best possible service.
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
CO
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Erie CO)
CO
09/27/2007 - 08/26/2016
EDWARD JONES (ERIE CO)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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