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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 Mccastlain is a financial advisor with over 10 years of experience in the financial services industry. Joseph has been with Raymond James Financial Services, Inc. since April 2019 and is currently located in Saint Petersburg, Florida. Before joining Raymond James, Joseph worked for Mutual of America Life Insurance Company and Mutual of America Securities LLC in Tampa, Florida. Joseph has a strong background in financial planning and portfolio management for individuals and businesses. He has also been involved in pension consulting and educational seminars.
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
05/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
05/27/2014 - 04/30/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
05/27/2014 - 04/30/2019
MUTUAL OF AMERICA SECURITIES LLC (TAMPA FL)
AL
03/28/2013 - 05/27/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOBILE AL)
AL
06/29/2012 - 04/03/2013
SUMMIT BROKERAGE SERVICES, INC. (MOBILE AL)
AL
09/30/2011 - 06/29/2012
MORGAN STANLEY SMITH BARNEY (MOBILE AL)
IA
Issued 8/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 9/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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