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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Falzone is a financial advisor in Vero Beach, Florida and has been in the industry since July 12, 2000. Joseph Falzone is currently registered with Raymond James Financial Services Advisors, Inc. Joseph has passed the Series 7, Series 63 and SIE exams. Joseph Falzone is also a member of the Finance/Investment Committee for the Indian River Lagoon National Estuary Program. Joseph has been a financial advisor with Raymond James Financial Services since 2012.
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
03/16/2012 - Present
Raymond James Financial Services Advisors, Inc. (Vero Beach FL)
FL
01/01/2008 - 02/21/2012
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
07/13/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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