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 Torelli is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Milwaukee, WI. Joseph Torelli has been in the securities industry for over 23 years, and has held prior positions at Princor Financial Services Corporation, ING Funds Distributor, LLC and Edward Jones. Joseph Torelli is registered as a Registered Representative with FINRA and has passed the Series 7, 24, 53, and 66 examinations. He also holds licenses in 39 states, including Wisconsin, Illinois, and Florida. In addition to providing investment advisory services, Joseph Torelli is a Branch Manager at RJ Milwaukee, a branch of Raymond James Financial Services Advisors, Inc. in Milwaukee, WI.
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
WI
08/16/2011 - Present
Raymond James Financial Services Advisors, Inc. (MILWAUKEE WI)
IL
11/05/2010 - 08/15/2011
PRINCOR FINANCIAL SERVICES CORPORATION (DOWNERS GROVE IL)
MA
04/16/2001 - 11/05/2008
ING FUNDS DISTRIBUTOR, LLC (BELCHERTOWN MA)
MO
09/29/1998 - 04/02/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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