Verified
Joseph Raissi is a financial advisor with over 30 years of experience in the industry. He currently works with Raymond James Financial Services Advisors, Inc. and is registered to provide investment advice in 32 states. Joseph is a licensed securities principal, and he holds Series 6, 7, 24, 51, 63, and 65 licenses. Joseph has a strong background in financial planning, portfolio management, and pension consulting. He has worked with a variety of clients, including individuals, families, businesses, and institutions.
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
05/06/2009 - Present
Raymond James Financial Services Advisors, Inc. (Saint Petersburg FL)
FL
11/09/1994 - 04/07/2008
FFP SECURITIES, INC. (ST. PETERSBURG FL)
MN
11/29/1993 - 11/10/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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