Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Pellegrini is a financial advisor in St. Petersburg, Florida with over 20 years of experience in the financial services industry. Joseph has been with Raymond James Financial Services Advisors, Inc. since 2008 and has also held positions at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Joseph holds Series 7, Series 66, and SIE licenses. Joseph is currently registered as a Registered Representative and Investment Advisor Representative in the state of Florida.
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
03/04/2013 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
MA
09/25/2001 - 01/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEWBURYPORT MA)
MN
09/25/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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