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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 Nicholas Trocchio is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Saint Clair Shores, MI. Joseph Trocchio is a registered representative with FINRA and a licensed investment advisor in MI and TX. Joseph Trocchio has been in the industry since April 1981 and has held previous positions at RAYMOND JAMES & ASSOCIATES, INC., RONEY & CO., and RONEY & CO. L.L.C..
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
MI
10/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (SAINT CLAIR SHORES MI)
MI
06/16/1998 - 03/12/2007
RAYMOND JAMES & ASSOCIATES, INC. (GROSSE POINTE FARMS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
04/13/1981 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
BOTH
Issued 08/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/06/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1985
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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