Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Wilfred Rogers is a registered representative and investment advisor representative with Raymond James Investment Management in St. Petersburg, Florida. Joseph has been in the industry since September 2022 and has a Series 7, Series 63, and Series 66. Joseph specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/10/2023 - Present
Raymond James Investment Management (ST PETERSBURG FL)
BOTH
Issued 09/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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