Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Black is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Joseph has been in the industry since 2004 and holds various licenses and certifications including Series 7, 9, 10, 63 and 66. Joseph specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Joseph is also a registered Investment Advisor Representative in Texas. In addition to their role at Raymond James Financial Services Advisors, Inc. Joseph is also the owner of Black Financial Group, LLC, a support company.
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
TX
08/04/2017 - Present
Raymond James Financial Services Advisors, Inc. (TEXARKANA TX)
TX
11/30/2004 - 08/04/2017
EDWARD JONES (WAKE VILLAGE TX)
BOTH
Issued 06/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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