Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Greenberg is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 financial advisors. Joseph has been in the financial industry since 1992 and has experience in providing investment advice to a range of clients, including individuals, families, corporations, and retirement plans. Joseph has a strong track record of success and has consistently provided his clients with excellent financial advice and guidance. Joseph is passionate about helping his clients reach their financial goals and is committed to providing them with the highest level of service. Joseph is registered to offer securities in 29 states.
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
AZ
02/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (MESA AZ)
AZ
08/03/2004 - 02/27/2019
LPL FINANCIAL LLC (PHOENIX AZ)
CA
07/01/2004 - 07/29/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
SC
02/26/2001 - 07/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
06/05/2000 - 04/05/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
07/12/1999 - 01/10/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
03/05/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
06/20/1984 - 12/01/1989
ISFA CORPORATION (APPLETON WI)
BOTH
Issued 07/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Greenberg is the right advisor for you? Invested Better is here to help.
