Joseph Marotta
Joseph Marotta is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
129 North Washington Street, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is an independent contractor for Financial Strategies Group, LLC, where he advises clients on their financial assets. This takes about half of Joseph's time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations19 states
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