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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 Avery is an investment advisor representative with Fidelity Personal and Workplace Advisors. Joseph has been in the financial services industry since 2022 and has a wide range of experience. Joseph holds the Series 66, Series 7TO, Series 9, and Series 10 licenses. Joseph is registered to provide investment advice in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Joseph has worked for Equitable Advisors, LLC and Raynbo, Inc. before joining Fidelity Personal and Workplace Advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/11/2023 - Present
Fidelity Personal AND Workplace Advisors (ST. PETERSBURG FL)
FL
05/16/2022 - 06/29/2022
EQUITABLE ADVISORS, LLC (TAMPA FL)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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