Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Celestino is a financial advisor registered with Raymond James & Associates, Inc. Joseph has been in the financial services industry since 1995. Joseph Celestino has been registered with Raymond James & Associates, Inc. since February 2013. Prior to joining Raymond James & Associates, Inc., Joseph was registered with Morgan Keegan & Company, Inc. and UBS Financial Services Inc. Joseph Celestino has a Series 63 and Series 65 license.
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
09/15/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
TX
02/02/1996 - 09/26/2006
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NJ
10/04/1995 - 12/01/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/30/1995 - 10/12/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
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
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