Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Richard Lantz is an Investment Advisor Representative registered with Raymond James Financial Services Advisors, Inc. in Pittsburgh, PA. Joseph has been in the financial services industry since 1996 and has earned the Chartered Financial Analyst designation. His professional experience includes working as a Financial Advisor with Shorebridge Wealth Management, an RJFS affiliate of Raymond James and previously as a Financial Consultant with Federated Hermes. Joseph has a broad range of experience in financial planning, portfolio management, pension consulting and other advisory services.
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
PA
11/30/2022 - Present
Raymond James Financial Services Advisors, Inc. (Pittsburgh PA)
PA
09/05/1996 - 08/31/1999
YANNI, BILKEY INVESTMENT CONSULTING COMPANY (PITTSBURGH PA)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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