Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Curiel is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Joseph has been working in the financial services industry since 1979, and is registered with FINRA and licensed in 22 states. He is also an Investment Advisor Representative for Raymond James Financial Services, Inc., and has been with that firm since 2009. Joseph has a Series 7, Series 63, and SIE license. He specializes in providing financial planning services, portfolio management services, and pension consulting to individuals, corporations, and other businesses.
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
WA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TACOMA WA)
NY
02/01/1979 - 10/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Curiel is the right advisor for you? Invested Better is here to help.
