Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Petruso is a registered representative with Raymond James Financial Services Advisors, Inc. Joseph has been in the securities industry since July 22, 2000. Joseph is licensed in 11 states, and is a member of FINRA. Joseph is also a registered Investment Advisor in Pennsylvania. In addition to working with Raymond James, Joseph is also involved with several other businesses, including Fulton Financial Advisors, Fulton Financial Corporation, and Specific Solutions. Joseph's clients include individuals, corporations, and trusts.
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
PA
09/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
12/18/2003 - 03/03/2009
WACHOVIA SECURITIES, LLC (LANCASTER PA)
NY
09/10/1999 - 02/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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