Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Mascherin is a financial advisor with over 40 years of experience in the industry. Joseph is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. Joseph has held previous roles with A. G. Edwards & Sons, Inc., Lincoln Investment Planning, Inc., Prudential-Bache Securities Inc., Prescott, Ball & Turben, Inc., Franklin Financial Services Corporation, Bell & Beckwith, IDS Life Insurance Company, IDS Marketing Corporation and Investors Diversified Services, Inc. Joseph is a Certified Financial Planner and holds licenses in multiple states including California, Florida, Georgia, Missouri, New York, Ohio, Pennsylvania and Texas. Joseph's firm, Raymond James Financial Services Advisors, Inc, is headquartered in Saint Petersburg, Florida and offers a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
04/13/2009 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
04/05/1988 - 11/05/2007
A. G. EDWARDS & SONS, INC. (TAMPA FL)
PA
07/10/1991 - 09/19/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
10/08/1985 - 05/05/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/11/1983 - 09/12/1985
PRESCOTT, BALL & TURBEN, INC.
NA
05/25/1982 - 07/28/1983
FRANKLIN FINANCIAL SERVICES CORPORATION
NA
08/24/1979 - 02/10/1983
BELL & BECKWITH
NA
10/19/1978 - 09/19/1979
IDS LIFE INSURANCE COMPANY
NA
10/19/1978 - 09/19/1979
IDS MARKETING CORPORATION
NA
10/19/1978 - 09/19/1979
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 5/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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