Unclaimed
Joseph Paul Debonis is a financial advisor with Raymond James & Associates, Inc. Joseph has been working in the financial industry since 1994 and holds Series 63, Series 7, and SIE licenses. Joseph works in the Holmdel, New Jersey office of Raymond James. Prior to joining Raymond James, Joseph worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
05/23/2022 - Present
Raymond James & Associates, Inc. (Holmdel NJ)
NJ
01/01/2008 - 02/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
05/31/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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