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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 Ignatius Kusar is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Durango, Colorado. Joseph Kusar has been in the financial industry since February 18, 2019. Joseph Ignatius Kusar has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Joseph Ignatius Kusar offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Joseph Ignatius Kusar is also a member of Bank of Colorado, Purgatory Ski Resort, and Bank of Colorado Investment Services - Raymond James.
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
CO
03/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Durango CO)
GA
01/22/2004 - 12/02/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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